Position in AXP
as of Jun 30, 2026
· filed Jul 22, 2026
Position Value
$1,338,117
+$141,507 QoQ
Shares Held
3,956
0.0% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.46%
of 13F equity value
Holder Rank
#1,419
of 2,990 holders
Holding Since
Dec 2020
22 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, 2026Allegheny Financial Group holds $2,783,154 across 4 Credit Services names. AXP ranks #1 (48.1% of the industry book) .
All Filings in AXP
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22 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,338,117 | 3,956 | Shares | Sole | 2026-07-22 | |
| 2026-03-31 | $1,196,610 | 3,956 | Shares | Sole | 2026-04-16 | |
| 2025-12-31 | $1,450,573 | 3,921 | Shares | Sole | 2026-02-02 | |
| 2025-09-30 | $1,300,738 | 3,916 | Shares | Sole | 2025-11-06 | |
| 2025-06-30 | $1,250,401 | 3,920 | Shares | Sole | 2025-08-13 | |
| 2025-03-31 | $1,228,482 | 4,566 | Shares | Sole | 2025-05-13 | |
| 2024-12-31 | $1,371,466 | 4,621 | Shares | Sole | 2025-02-14 | |
| 2024-09-30 | $1,266,504 | 4,670 | Shares | Sole | 2024-11-14 | |
| 2024-06-30 | $1,053,552 | 4,550 | Shares | Sole | 2024-08-01 | |
| 2024-03-31 | $1,035,534 | 4,548 | Shares | Sole | 2024-05-07 | |
| 2023-12-31 | $858,017 | 4,580 | Shares | Sole | 2024-02-08 | |
| 2023-09-30 | $674,040 | 4,518 | Shares | Sole | 2023-11-14 | |
| 2023-06-30 | $779,545 | 4,475 | Shares | Sole | 2023-08-07 | |
| 2023-03-31 | $737,821 | 4,473 | Shares | Sole | 2023-05-05 | |
| 2022-12-31 | $665,318 | 4,503 | Shares | Sole | 2023-02-08 | |
| 2022-09-30 | $605,206 | 4,486 | Shares | Sole | 2022-11-01 | |
| 2022-06-30 | $607,848 | 4,385 | Shares | Sole | 2022-08-11 | |
| 2022-03-31 | $825,979 | 4,417 | Shares | Sole | 2022-05-11 | |
| 2021-09-30 | $738,974 | 4,411 | Shares | Sole | 2021-11-05 | |
| 2021-06-30 | $743,204 | 4,498 | Shares | Sole | 2021-08-10 | |
| 2021-03-31 | $629,832 | 4,453 | Shares | Sole | 2021-05-12 | |
| 2020-12-31 | $538,170 | 4,451 | Shares | Sole | 2021-02-11 | |
| No filing history on record for this holder in this stock. | ||||||