Position in AXP
as of Jun 30, 2026
· filed Aug 11, 2026
Position Value
$1,252,539
+$422,837 QoQ
Shares Held
3,703
+35.0% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.26%
of 13F equity value
Holder Rank
#1,463
of 2,990 holders
Holding Since
Dec 2022
14 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in AXP Over Time
Shares Held
Position Value (USD)
Position in Credit Services
Financial Services · as of Jun 30, 2026OneAscent Financial Services LLC holds $5,564,749 across 4 Credit Services names. AXP ranks #3 (22.5% of the industry book) .
All Filings in AXP
Export CSV
14 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,252,539 | 3,703 | Shares | Sole | 2026-08-11 | |
| 2026-03-31 | $829,702 | 2,743 | Shares | Sole | 2026-04-21 | |
| 2025-12-31 | $898,608 | 2,429 | Shares | Sole | 2026-02-11 | |
| 2025-09-30 | $642,065 | 1,933 | Shares | Sole | 2025-10-31 | |
| 2025-06-30 | $737,481 | 2,312 | Shares | Sole | 2025-08-12 | |
| 2025-03-31 | $1,692,324 | 6,290 | Shares | Sole | 2025-05-05 | |
| 2024-12-31 | $764,827 | 2,577 | Shares | Sole | 2025-02-12 | |
| 2024-09-30 | $397,850 | 1,467 | Shares | Sole | 2024-11-07 | |
| 2024-06-30 | $411,232 | 1,776 | Shares | Sole | 2024-07-17 | |
| 2024-03-31 | $321,498 | 1,412 | Shares | Sole | 2024-04-16 | |
| 2023-12-31 | $294,123 | 1,570 | Shares | Sole | 2024-01-11 | |
| 2023-09-30 | $503,814 | 3,377 | Shares | Sole | 2023-10-13 | |
| 2023-03-31 | $642,480 | 3,895 | Shares | Sole | 2023-04-17 | |
| 2022-12-31 | $520,818 | 3,525 | Shares | Sole | 2023-01-12 | |
| No filing history on record for this holder in this stock. | ||||||