Position in AXP
as of Jun 30, 2026
· filed Jul 24, 2026
Position Value
$782,034
+$49,428 QoQ
Shares Held
2,312
-4.5% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.33%
of 13F equity value
Holder Rank
#1,717
of 2,990 holders
Holding Since
Jun 2023
13 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, 2026Sovereign Financial Group, Inc. holds $5,680,356 across 4 Credit Services names. AXP ranks #3 (13.8% 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 | $782,034 | 2,312 | Shares | Sole | 2026-07-24 | |
| 2026-03-31 | $732,606 | 2,422 | Shares | Sole | 2026-04-17 | |
| 2025-12-31 | $768,386 | 2,077 | Shares | Sole | 2026-01-07 | |
| 2025-09-30 | $603,202 | 1,816 | Shares | Sole | 2025-10-17 | |
| 2025-06-30 | $562,680 | 1,764 | Shares | Sole | 2025-07-25 | |
| 2025-03-31 | $433,439 | 1,611 | Shares | Sole | 2025-04-11 | |
| 2024-12-31 | $477,238 | 1,608 | Shares | Sole | 2025-01-14 | |
| 2024-09-30 | $397,850 | 1,467 | Shares | Sole | 2024-10-08 | |
| 2024-06-30 | $330,884 | 1,429 | Shares | Sole | 2024-07-15 | |
| 2024-03-31 | $338,575 | 1,487 | Shares | Sole | 2024-04-15 | |
| 2023-12-31 | $258,716 | 1,381 | Shares | Sole | 2024-02-06 | |
| 2023-09-30 | $211,551 | 1,418 | Shares | Sole | 2023-11-03 | |
| 2023-06-30 | $231,511 | 1,329 | Shares | Sole | 2023-07-31 | |
| No filing history on record for this holder in this stock. | ||||||