Position in AXP
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$226,289
+$199,125 QoQ
Shares Held
669
+361.4% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.08%
of 13F equity value
Holder Rank
#2,589
of 2,990 holders
Holding Since
Dec 2022
5 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, 2026Resurgent Financial Advisors LLC holds $11,052,513 across 4 Credit Services names. AXP ranks #4 (2.0% of the industry book) .
All Filings in AXP
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5 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $226,289 | 669 | Shares | Sole | 2026-08-14 | |
| 2023-12-31 | $27,164 | 145 | Shares | Sole | 2024-02-09 | |
| 2023-06-30 | $113,055 | 649 | Shares | Sole | 2023-08-14 | |
| 2023-03-31 | $108,042 | 655 | Shares | Sole | 2023-05-15 | |
| 2022-12-31 | $114,949 | 778 | Shares | Sole | 2023-02-15 | |
| No filing history on record for this holder in this stock. | ||||||