Position in AXP
as of Jun 30, 2026
· filed Aug 5, 2026
Position Value
$809,432
+$55,350 QoQ
Shares Held
2,393
-4.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.66%
of 13F equity value
Holder Rank
#1,690
of 2,990 holders
Holding Since
Dec 2020
23 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, 2026CoreFirst Bank & Trust holds $1,994,378 across 5 Credit Services names. AXP ranks #1 (40.6% 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 | $809,432 | 2,393 | Shares | Sole | 2026-08-05 | |
| 2026-03-31 | $754,082 | 2,493 | Shares | Sole | 2026-06-03 | |
| 2025-12-31 | $927,834 | 2,508 | Shares | Sole | 2026-02-11 | |
| 2025-09-30 | $833,057 | 2,508 | Shares | Sole | 2025-11-13 | |
| 2025-06-30 | $895,695 | 2,808 | Shares | Sole | 2025-08-14 | |
| 2025-03-31 | $755,492 | 2,808 | Shares | Sole | 2025-04-29 | |
| 2024-12-31 | $833,386 | 2,808 | Shares | Sole | 2025-02-11 | |
| 2024-09-30 | $761,529 | 2,808 | Shares | Sole | 2025-02-11 | |
| 2024-06-30 | $650,192 | 2,808 | Shares | Sole | 2024-08-14 | |
| 2024-03-31 | $642,768 | 2,823 | Shares | Sole | 2024-05-15 | |
| 2023-12-31 | $533,544 | 2,848 | Shares | Sole | 2024-03-18 | |
| 2023-09-30 | $462,190 | 3,098 | Shares | Sole | 2023-12-18 | |
| 2023-06-30 | $539,671 | 3,098 | Shares | Sole | 2023-08-07 | |
| 2023-03-31 | $553,077 | 3,353 | Shares | Sole | 2023-05-15 | |
| 2022-12-31 | $507,225 | 3,433 | Shares | Sole | 2023-02-16 | |
| 2022-09-30 | $465,304 | 3,449 | Shares | Sole | 2022-11-16 | |
| 2022-06-30 | $515,111 | 3,716 | Shares | Sole | 2022-08-16 | |
| 2022-03-31 | $694,892 | 3,716 | Shares | Sole | 2022-05-16 | |
| 2021-12-31 | $614,481 | 3,756 | Shares | Sole | 2022-02-10 | |
| 2021-09-30 | $630,917 | 3,766 | Shares | Sole | 2021-11-15 | |
| 2021-06-30 | $622,256 | 3,766 | Shares | Sole | 2021-08-17 | |
| 2021-03-31 | $532,663 | 3,766 | Shares | Sole | 2021-05-18 | |
| 2020-12-31 | $461,997 | 3,821 | Shares | Sole | 2021-02-16 | |
| No filing history on record for this holder in this stock. | ||||||