Position in AXP
as of Jun 30, 2026
· filed Jul 28, 2026
Position Value
$532,405
+$54,790 QoQ
Shares Held
1,574
-0.3% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.85%
of 13F equity value
Holder Rank
#1,981
of 2,998 holders
Holding Since
Mar 2023
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, 2026KFA Private Wealth Group, LLC holds $1,338,493 across 3 Credit Services names. AXP ranks #1 (39.8% of the industry book) .
All Filings in AXP
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14 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $532,405 | 1,574 | Shares | Sole | 2026-07-28 | |
| 2026-03-31 | $477,615 | 1,579 | Shares | Sole | 2026-04-20 | |
| 2025-12-31 | $591,180 | 1,598 | Shares | Sole | 2026-01-07 | |
| 2025-09-30 | $527,802 | 1,589 | Shares | Sole | 2025-10-03 | |
| 2025-06-30 | $506,859 | 1,589 | Shares | Sole | 2025-07-24 | |
| 2025-03-31 | $427,520 | 1,589 | Shares | Sole | 2025-05-07 | |
| 2024-12-31 | $470,115 | 1,584 | Shares | Sole | 2025-01-22 | |
| 2024-09-30 | $415,749 | 1,533 | Shares | Sole | 2024-10-18 | |
| 2024-06-30 | $354,966 | 1,533 | Shares | Sole | 2024-08-07 | |
| 2024-03-31 | $341,535 | 1,500 | Shares | Sole | 2024-05-01 | |
| 2023-12-31 | $283,258 | 1,512 | Shares | Sole | 2024-02-02 | |
| 2023-09-30 | $225,575 | 1,512 | Shares | Sole | 2023-10-25 | |
| 2023-06-30 | $264,261 | 1,517 | Shares | Sole | 2023-07-18 | |
| 2023-03-31 | $251,878 | 1,527 | Shares | Sole | 2023-05-05 | |
| No filing history on record for this holder in this stock. | ||||||