Position in AXP
as of Jun 30, 2026
· filed Aug 11, 2026
Position Value
$1,912,465
+$315,674 QoQ
Shares Held
5,654
+7.1% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.45%
of 13F equity value
Holder Rank
#1,212
of 2,990 holders
Holding Since
Mar 2025
6 quarters on record
Voting authority
Sole 0%
Shared 100%
None 0%
Common Shares in AXP Over Time
Shares Held
Position Value (USD)
Position in Credit Services
Financial Services · as of Jun 30, 2026Virtus Investment Advisers, LLC holds $5,560,550 across 3 Credit Services names. AXP ranks #1 (34.4% 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 | $1,912,465 | 5,654 | Shares | Other | 2026-08-11 | |
| 2026-03-31 | $1,596,791 | 5,279 | Shares | Other | 2026-05-14 | |
| 2025-12-31 | $1,954,445 | 5,283 | Shares | Other | 2026-02-17 | |
| 2025-09-30 | $1,960,076 | 5,901 | Shares | Other | 2025-11-14 | |
| 2025-06-30 | $1,669,222 | 5,233 | Shares | Other | 2025-08-13 | |
| 2025-03-31 | $1,205,613 | 4,481 | Shares | Other | 2025-05-15 | |
| No filing history on record for this holder in this stock. | ||||||