Position in AXP
as of Jun 30, 2026
· filed Aug 5, 2026
Position Value
$246,584
+$10,556 QoQ
Shares Held
729
+14.3% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.12%
of 13F equity value
Holder Rank
#2,530
of 2,998 holders
Holding Since
Dec 2025
2 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, 2026Beacon Financial Advisory LLC holds $3,861,955 across 4 Credit Services names. AXP ranks #3 (6.4% of the industry book) .
All Filings in AXP
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2 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $246,584 | 729 | Shares | Sole | 2026-08-05 | |
| 2025-12-31 | $236,028 | 638 | Shares | Sole | 2026-02-17 | |
| No filing history on record for this holder in this stock. | ||||||