Position in AXP
as of Jun 30, 2026
· filed Jul 28, 2026
Position Value
$345,015
+$55,542 QoQ
Shares Held
1,020
+6.6% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.49%
of 13F equity value
Holder Rank
#2,271
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, 2026Rooted Wealth Advisors, Inc. holds $1,424,022 across 4 Credit Services names. AXP ranks #3 (24.2% 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 | $345,015 | 1,020 | Shares | Sole | 2026-07-28 | |
| 2026-03-31 | $289,473 | 957 | Shares | Sole | 2026-04-21 | |
| 2025-12-31 | $316,677 | 856 | Shares | Sole | 2026-02-09 | |
| 2025-09-30 | $283,996 | 855 | Shares | Sole | 2025-10-20 | |
| 2025-06-30 | $216,906 | 680 | Shares | Sole | 2025-07-14 | |
| No filing history on record for this holder in this stock. | ||||||