Position in AXP
as of Jun 30, 2026
· filed Jul 7, 2026
Position Value
$8,991,361
+$975,339 QoQ
Shares Held
26,582
+0.3% QoQ
Ownership
0.004%
of shares outstanding
% of Portfolio
2.99%
of 13F equity value
Holder Rank
#610
of 2,990 holders
Holding Since
Dec 2020
23 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, 2026Foster Group, Inc. holds $11,782,157 across 4 Credit Services names. AXP ranks #1 (76.3% of the industry book) .
All Filings in AXP
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23 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $8,991,361 | 26,582 | Shares | Sole | 2026-07-07 | |
| 2026-03-31 | $8,016,022 | 26,501 | Shares | Sole | 2026-04-13 | |
| 2025-12-31 | $9,723,395 | 26,283 | Shares | Sole | 2026-01-12 | |
| 2025-09-30 | $8,724,182 | 26,265 | Shares | Sole | 2025-10-14 | |
| 2025-06-30 | $8,360,465 | 26,210 | Shares | Sole | 2025-07-14 | |
| 2025-03-31 | $7,031,352 | 26,134 | Shares | Sole | 2025-04-11 | |
| 2024-12-31 | $7,669,350 | 25,841 | Shares | Sole | 2025-01-23 | |
| 2024-09-30 | $7,016,486 | 25,872 | Shares | Sole | 2024-10-07 | |
| 2024-06-30 | $5,993,208 | 25,883 | Shares | Sole | 2024-07-30 | |
| 2024-03-31 | $5,885,103 | 25,847 | Shares | Sole | 2024-04-09 | |
| 2023-12-31 | $4,829,625 | 25,780 | Shares | Sole | 2024-02-01 | |
| 2023-09-30 | $3,846,118 | 25,780 | Shares | Sole | 2023-10-27 | |
| 2023-06-30 | $4,479,204 | 25,713 | Shares | Sole | 2023-07-10 | |
| 2023-03-31 | $4,221,730 | 25,594 | Shares | Sole | 2023-04-06 | |
| 2022-12-31 | $3,780,331 | 25,586 | Shares | Sole | 2023-01-24 | |
| 2022-09-30 | $3,433,594 | 25,451 | Shares | Sole | 2022-10-13 | |
| 2022-06-30 | $3,504,868 | 25,284 | Shares | Sole | 2022-07-25 | |
| 2022-03-31 | $4,710,530 | 25,190 | Shares | Sole | 2022-04-22 | |
| 2021-12-31 | $4,121,084 | 25,190 | Shares | Sole | 2022-02-02 | |
| 2021-09-30 | $4,233,315 | 25,269 | Shares | Sole | 2021-11-15 | |
| 2021-06-30 | $4,175,196 | 25,269 | Shares | Sole | 2021-08-09 | |
| 2021-03-31 | $3,574,047 | 25,269 | Shares | Sole | 2021-04-20 | |
| 2020-12-31 | $3,104,726 | 25,678 | Shares | Sole | 2021-01-21 | |
| No filing history on record for this holder in this stock. | ||||||