Position in AXP
as of Jun 30, 2026
· filed Aug 4, 2026
Position Value
$112,299
-$3,320,543 QoQ
Shares Held
332
-97.1% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.76%
of 13F equity value
Holder Rank
#2,767
of 2,984 holders
Holding Since
Mar 2023
13 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, 2026Ascentis Independent Advisors holds $188,127 across 4 Credit Services names. AXP ranks #1 (59.7% of the industry book) .
All Filings in AXP
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13 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $112,299 | 332 | Shares | Sole | 2026-08-04 | |
| 2026-03-31 | $3,432,842 | 11,349 | Shares | Sole | 2026-04-28 | |
| 2025-12-31 | $1,254,870 | 3,392 | Shares | Sole | 2026-01-29 | |
| 2025-09-30 | $704,511 | 2,121 | Shares | Sole | 2025-10-21 | |
| 2025-06-30 | $370,973 | 1,163 | Shares | Sole | 2025-07-14 | |
| 2025-03-31 | $286,000 | 1,063 | Shares | Sole | 2025-04-23 | |
| 2024-12-31 | $319,346 | 1,076 | Shares | Sole | 2025-01-24 | |
| 2024-09-30 | $296,421 | 1,093 | Shares | Sole | 2024-10-25 | |
| 2024-06-30 | $343,157 | 1,482 | Shares | Sole | 2024-07-29 | |
| 2023-12-31 | $408,775 | 2,182 | Shares | Sole | 2024-02-02 | |
| 2023-09-30 | $287,489 | 1,927 | Shares | Sole | 2023-10-20 | |
| 2023-06-30 | $308,856 | 1,773 | Shares | Sole | 2023-07-19 | |
| 2023-03-31 | $205,197 | 1,244 | Shares | Sole | 2023-06-01 | |
| No filing history on record for this holder in this stock. | ||||||