Position in AXP
as of Jun 30, 2026
· filed Jul 20, 2026
Position Value
$70,694
+$2,939 QoQ
Shares Held
209
-6.7% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.03%
of 13F equity value
Holder Rank
#2,809
of 2,990 holders
Holding Since
Sep 2023
12 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in AXP Over Time
Shares Held
Position Value (USD)
Position in Credit Services
Financial Services · as of Jun 30, 2026First Pacific Financial holds $1,205,777 across 5 Credit Services names. AXP ranks #2 (5.9% of the industry book) .
All Filings in AXP
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12 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $70,694 | 209 | Shares | Sole | 2026-07-20 | |
| 2026-03-31 | $67,755 | 224 | Shares | Sole | 2026-04-23 | |
| 2025-12-31 | $76,949 | 208 | Shares | Sole | 2026-01-16 | |
| 2025-09-30 | $69,089 | 208 | Shares | Sole | 2025-10-21 | |
| 2025-06-30 | $66,347 | 208 | Shares | Sole | 2025-07-18 | |
| 2025-03-31 | $2,152 | 8 | Shares | Sole | 2025-04-23 | |
| 2024-12-31 | $168,873 | 569 | Shares | Sole | 2025-01-15 | |
| 2024-09-30 | $154,041 | 568 | Shares | Sole | 2024-10-15 | |
| 2024-06-30 | $131,057 | 566 | Shares | Sole | 2024-07-19 | |
| 2024-03-31 | $130,238 | 572 | Shares | Sole | 2024-04-24 | |
| 2023-12-31 | $105,472 | 563 | Shares | Sole | 2024-01-18 | |
| 2023-09-30 | $83,993 | 563 | Shares | Sole | 2023-10-23 | |
| No filing history on record for this holder in this stock. | ||||||