Position in AXP
as of Jun 30, 2026
· filed Aug 13, 2026
Position Value
$1,381,074
+$75,268 QoQ
Shares Held
4,083
-5.4% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.45%
of 13F equity value
Holder Rank
#1,393
of 2,990 holders
Holding Since
Mar 2021
14 quarters on record
Voting authority
Sole 81%
Shared 0%
None 19%
Common Shares in AXP Over Time
Shares Held
Position Value (USD)
Position in Credit Services
Financial Services · as of Jun 30, 2026PGIM Custom Harvest LLC holds $4,167,932 across 3 Credit Services names. AXP ranks #2 (33.1% of the industry book) .
All Filings in AXP
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14 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,381,074 | 4,083 | Shares | Sole | 2026-08-13 | |
| 2026-03-31 | $1,305,806 | 4,317 | Shares | Sole | 2026-05-13 | |
| 2025-12-31 | $1,245,251 | 3,366 | Shares | Sole | 2026-02-17 | |
| 2025-09-30 | $1,081,512 | 3,256 | Shares | Sole | 2025-11-14 | |
| 2025-06-30 | $1,019,779 | 3,197 | Shares | Sole | 2025-08-13 | |
| 2025-03-31 | $1,287,673 | 4,786 | Shares | Sole | 2025-05-14 | |
| 2024-12-31 | $864,252 | 2,912 | Shares | Sole | 2025-02-13 | |
| 2024-09-30 | $1,232,875 | 4,546 | Shares | Sole | 2024-11-14 | |
| 2024-06-30 | $997,285 | 4,307 | Shares | Sole | 2024-08-14 | |
| 2023-03-31 | $487,757 | 2,957 | Shares | Sole | 2023-05-15 | |
| 2022-12-31 | $437,340 | 2,960 | Shares | Sole | 2023-02-14 | |
| 2021-09-30 | $439,263 | 2,622 | Shares | Other | 2021-11-12 | |
| 2021-06-30 | $431,415 | 2,611 | Shares | Other | 2021-08-16 | |
| 2021-03-31 | $366,329 | 2,590 | Shares | Sole | 2021-05-17 | |
| No filing history on record for this holder in this stock. | ||||||