Position in AXP
as of Jun 30, 2026
· filed Jul 20, 2026
Position Value
$333,852
+$39,842 QoQ
Shares Held
987
+1.5% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.05%
of 13F equity value
Holder Rank
#2,307
of 2,990 holders
Holding Since
Mar 2020
11 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, 2026Royal Fund Management, LLC holds $1,162,482 across 3 Credit Services names. AXP ranks #2 (28.7% of the industry book) .
All Filings in AXP
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11 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $333,852 | 987 | Shares | Sole | 2026-07-20 | |
| 2026-03-31 | $294,010 | 972 | Shares | Sole | 2026-05-19 | |
| 2025-12-31 | $360,701 | 975 | Shares | Sole | 2026-01-15 | |
| 2025-06-30 | $308,453 | 967 | Shares | Sole | 2025-08-13 | |
| 2025-03-31 | $259,364 | 964 | Shares | Sole | 2025-05-14 | |
| 2024-12-31 | $285,511 | 962 | Shares | Sole | 2025-01-16 | |
| 2024-09-30 | $262,792 | 969 | Shares | Sole | 2024-10-08 | |
| 2024-06-30 | $224,371 | 969 | Shares | Sole | 2024-07-18 | |
| 2024-03-31 | $224,502 | 986 | Shares | Sole | 2024-04-11 | |
| 2021-06-30 | $316,580 | 1,916 | Shares | Sole | 2021-07-26 | |
| 2020-03-31 | $10,101 | 118 | Shares | Sole | 2020-05-08 | |
| No filing history on record for this holder in this stock. | ||||||