Position in AXP
as of Jun 30, 2026
· filed Jul 30, 2026
Position Value
$438,372
+$23,370 QoQ
Shares Held
1,296
-5.5% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.52%
of 13F equity value
Holder Rank
#2,106
of 2,990 holders
Holding Since
Jun 2025
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, 2026Carter Financial Group, INC. holds $956,774 across 3 Credit Services names. AXP ranks #1 (45.8% 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 | $438,372 | 1,296 | Shares | Sole | 2026-07-30 | |
| 2026-03-31 | $415,002 | 1,372 | Shares | Sole | 2026-04-27 | |
| 2025-12-31 | $519,039 | 1,403 | Shares | Sole | 2026-02-13 | |
| 2025-09-30 | $500,897 | 1,508 | Shares | Sole | 2025-11-14 | |
| 2025-06-30 | $549,921 | 1,724 | Shares | Sole | 2025-08-22 | |
| No filing history on record for this holder in this stock. | ||||||