Position in AXP
as of Jun 30, 2026
· filed Jul 27, 2026
Position Value
$1,520,772
+$133,599 QoQ
Shares Held
4,496
-2.0% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.34%
of 13F equity value
Holder Rank
#1,333
of 2,990 holders
Holding Since
Dec 2025
3 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, 2026SageGuard Financial Group, LLC holds $5,200,282 across 5 Credit Services names. AXP ranks #2 (29.2% of the industry book) .
All Filings in AXP
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3 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,520,772 | 4,496 | Shares | Sole | 2026-07-27 | |
| 2026-03-31 | $1,387,173 | 4,586 | Shares | Sole | 2026-04-23 | |
| 2025-12-31 | $1,744,314 | 4,715 | Shares | Sole | 2026-01-27 | |
| No filing history on record for this holder in this stock. | ||||||