Position in AXP
as of Jun 30, 2026
· filed Aug 6, 2026
Position Value
$1,237,318
-$226,685 QoQ
Shares Held
3,658
-24.4% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.77%
of 13F equity value
Holder Rank
#1,473
of 2,990 holders
Holding Since
Dec 2022
15 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in AXP Over Time
Shares Held
Position Value (USD)
Position in Credit Services
Financial Services · as of Jun 30, 2026Carr Financial Group Corp holds $2,862,008 across 4 Credit Services names. AXP ranks #1 (43.2% of the industry book) .
All Filings in AXP
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15 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,237,318 | 3,658 | Shares | Sole | 2026-08-06 | |
| 2026-03-31 | $1,464,003 | 4,840 | Shares | Sole | 2026-05-12 | |
| 2025-12-31 | $1,819,044 | 4,917 | Shares | Sole | 2026-01-09 | |
| 2025-09-30 | $1,622,269 | 4,884 | Shares | Sole | 2025-10-08 | |
| 2025-06-30 | $1,526,957 | 4,787 | Shares | Sole | 2025-07-15 | |
| 2025-03-31 | $1,279,870 | 4,757 | Shares | Sole | 2025-04-22 | |
| 2024-12-31 | $1,502,647 | 5,063 | Shares | Sole | 2025-01-21 | |
| 2024-09-30 | $1,481,836 | 5,464 | Shares | Sole | 2024-11-01 | |
| 2024-06-30 | $1,261,252 | 5,447 | Shares | Sole | 2024-07-12 | |
| 2024-03-31 | $1,220,418 | 5,360 | Shares | Sole | 2024-04-25 | |
| 2023-12-31 | $981,661 | 5,240 | Shares | Sole | 2024-01-26 | |
| 2023-09-30 | $966,751 | 6,480 | Shares | Sole | 2023-11-07 | |
| 2023-06-30 | $1,128,816 | 6,480 | Shares | Sole | 2023-07-17 | |
| 2023-03-31 | $1,068,876 | 6,480 | Shares | Sole | 2023-04-20 | |
| 2022-12-31 | $957,420 | 6,480 | Shares | Sole | 2023-02-13 | |
| No filing history on record for this holder in this stock. | ||||||