Position in AXP
as of Jun 30, 2026
· filed Aug 12, 2026
Position Value
$783,387
+$88,591 QoQ
Shares Held
2,316
+0.8% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.21%
of 13F equity value
Holder Rank
#1,715
of 2,990 holders
Holding Since
Mar 2022
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, 2026Round Rock Advisors LLC holds $3,414,919 across 2 Credit Services names. AXP ranks #2 (22.9% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | COF |
Capital One Financial Corp
|
13,117 | $2,631,532 | |
| 2 | AXP |
American Express Co
This page
|
2,316 | $783,387 |
All Filings in AXP
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13 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $783,387 | 2,316 | Shares | Sole | 2026-08-12 | |
| 2026-03-31 | $694,796 | 2,297 | Shares | Sole | 2026-05-15 | |
| 2025-12-31 | $883,440 | 2,388 | Shares | Sole | 2026-04-07 | |
| 2025-09-30 | $791,205 | 2,382 | Shares | Sole | 2025-11-14 | |
| 2025-06-30 | $711,963 | 2,232 | Shares | Sole | 2025-08-06 | |
| 2025-03-31 | $649,486 | 2,414 | Shares | Sole | 2025-04-30 | |
| 2024-12-31 | $500,091 | 1,685 | Shares | Sole | 2025-01-24 | |
| 2024-09-30 | $455,616 | 1,680 | Shares | Sole | 2024-11-04 | |
| 2024-06-30 | $407,064 | 1,758 | Shares | Sole | 2024-08-02 | |
| 2024-03-31 | $382,291 | 1,679 | Shares | Sole | 2024-04-24 | |
| 2023-12-31 | $287,379 | 1,534 | Shares | Sole | 2024-01-29 | |
| 2022-06-30 | $235,792 | 1,701 | Shares | Sole | 2022-07-22 | |
| 2022-03-31 | $317,713 | 1,699 | Shares | Sole | 2022-04-28 | |
| No filing history on record for this holder in this stock. | ||||||