Position in AXP
as of Jun 30, 2026
· filed Jul 31, 2026
Position Value
$394,737
+$364,187 QoQ
Shares Held
1,167
+1055.4% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.37%
of 13F equity value
Holder Rank
#2,183
of 2,990 holders
Holding Since
Mar 2024
10 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, 2026Worth Financial Advisory Group, LLC holds $2,403,325 across 4 Credit Services names. AXP ranks #2 (16.4% of the industry book) .
All Filings in AXP
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10 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $394,737 | 1,167 | Shares | Sole | 2026-07-31 | |
| 2026-03-31 | $30,550 | 101 | Shares | Sole | 2026-05-04 | |
| 2025-12-31 | $389,187 | 1,052 | Shares | Sole | 2026-01-16 | |
| 2025-09-30 | $299,608 | 902 | Shares | Sole | 2025-10-22 | |
| 2025-06-30 | $270,176 | 847 | Shares | Sole | 2025-07-17 | |
| 2025-03-31 | $470,299 | 1,748 | Shares | Sole | 2025-04-22 | |
| 2024-12-31 | $488,813 | 1,647 | Shares | Sole | 2025-02-12 | |
| 2024-09-30 | $445,581 | 1,643 | Shares | Sole | 2024-10-25 | |
| 2024-06-30 | $387,846 | 1,675 | Shares | Sole | 2024-07-26 | |
| 2024-03-31 | $572,640 | 2,515 | Shares | Sole | 2024-04-30 | |
| No filing history on record for this holder in this stock. | ||||||