Position in AXP
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$321,337
+$69,674 QoQ
Shares Held
950
+14.2% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.27%
of 13F equity value
Holder Rank
#2,328
of 2,990 holders
Holding Since
Dec 2024
6 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, 2026VANCE WEALTH, LLC holds $1,632,525 across 4 Credit Services names. AXP ranks #3 (19.7% of the industry book) .
All Filings in AXP
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6 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $321,337 | 950 | Shares | Sole | 2026-08-14 | |
| 2026-03-31 | $251,663 | 832 | Shares | Sole | 2026-05-15 | |
| 2025-12-31 | $294,850 | 797 | Shares | Defined | 2026-02-17 | |
| 2025-09-30 | $262,738 | 791 | Shares | Defined | 2025-11-14 | |
| 2025-06-30 | $238,597 | 748 | Shares | Defined | 2025-08-13 | |
| 2024-12-31 | $203,894 | 687 | Shares | Defined | 2025-02-14 | |
| No filing history on record for this holder in this stock. | ||||||