Position in AXP
as of Jun 30, 2026
· filed Aug 5, 2026
Position Value
$1,624,614
-$97,102 QoQ
Shares Held
4,803
-15.6% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.32%
of 13F equity value
Holder Rank
#1,299
of 2,990 holders
Holding Since
Jun 2022
9 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, 2026Souders Financial Advisors holds $7,117,597 across 4 Credit Services names. AXP ranks #2 (22.8% of the industry book) .
All Filings in AXP
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9 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,624,614 | 4,803 | Shares | Sole | 2026-08-05 | |
| 2026-03-31 | $1,721,716 | 5,692 | Shares | Sole | 2026-05-04 | |
| 2025-12-31 | $2,164,207 | 5,850 | Shares | Sole | 2026-02-02 | |
| 2025-09-30 | $1,900,619 | 5,722 | Shares | Sole | 2025-11-04 | |
| 2025-06-30 | $1,516,749 | 4,755 | Shares | Sole | 2025-08-06 | |
| 2025-03-31 | $1,297,897 | 4,824 | Shares | Sole | 2025-05-05 | |
| 2024-12-31 | $1,213,277 | 4,088 | Shares | Sole | 2025-02-06 | |
| 2024-09-30 | $1,028,390 | 3,792 | Shares | Sole | 2024-11-05 | |
| 2022-06-30 | $710,566 | 5,126 | Shares | Sole | 2022-08-05 | |
| No filing history on record for this holder in this stock. | ||||||