Position in AXP
as of Jun 30, 2026
· filed Aug 5, 2026
Position Value
$1,703,088
+$153,181 QoQ
Shares Held
5,035
-1.7% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.08%
of 13F equity value
Holder Rank
#1,275
of 2,998 holders
Holding Since
Dec 2023
11 quarters on record
Voting authority
Sole 20%
Shared 0%
None 80%
Common Shares in AXP Over Time
Shares Held
Position Value (USD)
Position in Credit Services
Financial Services · as of Jun 30, 2026AlTi Global, Inc. holds $15,770,266 across 6 Credit Services names. AXP ranks #3 (10.8% 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 | $1,703,088 | 5,035 | Shares | Defined | 2026-08-05 | |
| 2026-03-31 | $1,549,907 | 5,124 | Shares | Defined | 2026-05-07 | |
| 2025-12-31 | $3,538,201 | 9,564 | Shares | Defined | 2026-02-13 | |
| 2025-09-30 | $7,426,100 | 22,357 | Shares | Defined | 2025-11-06 | |
| 2025-06-30 | $8,748,025 | 27,425 | Shares | Defined | 2025-07-31 | |
| 2025-03-31 | $2,121,996 | 7,887 | Shares | Defined | 2025-05-15 | |
| 2024-12-31 | $2,543,192 | 8,569 | Shares | Defined | 2025-02-14 | |
| 2024-09-30 | $2,287,842 | 8,436 | Shares | Defined | 2024-11-14 | |
| 2024-06-30 | $2,182,127 | 9,424 | Shares | Defined | 2024-08-14 | |
| 2024-03-31 | $778,472 | 3,419 | Shares | Defined | 2024-05-15 | |
| 2023-12-31 | $254,782 | 1,360 | Shares | Defined | 2024-02-14 | |
| No filing history on record for this holder in this stock. | ||||||