Position in AXP
as of Jun 30, 2026
· filed Jul 21, 2026
Position Value
$10,290,579
+$1,438,200 QoQ
Shares Held
30,423
+4.0% QoQ
Ownership
0.005%
of shares outstanding
% of Portfolio
0.71%
of 13F equity value
Holder Rank
#571
of 2,990 holders
Holding Since
Jun 2024
9 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, 2026Cyndeo Wealth Partners, LLC holds $27,869,340 across 4 Credit Services names. AXP ranks #2 (36.9% of the industry book) .
All Filings in AXP
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9 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $10,290,579 | 30,423 | Shares | Sole | 2026-07-21 | |
| 2026-03-31 | $8,852,379 | 29,266 | Shares | Sole | 2026-04-13 | |
| 2025-12-31 | $13,207,215 | 35,700 | Shares | Sole | 2026-01-07 | |
| 2025-09-30 | $11,606,334 | 34,942 | Shares | Sole | 2025-10-10 | |
| 2025-06-30 | $8,027,450 | 25,166 | Shares | Sole | 2025-07-24 | |
| 2025-03-31 | $7,161,841 | 26,619 | Shares | Sole | 2025-04-17 | |
| 2024-12-31 | $707,250 | 2,383 | Shares | Sole | 2025-01-21 | |
| 2024-09-30 | $619,420 | 2,284 | Shares | Sole | 2024-10-18 | |
| 2024-06-30 | $503,852 | 2,176 | Shares | Sole | 2024-07-30 | |
| No filing history on record for this holder in this stock. | ||||||