Position in AXP
as of Jun 30, 2026
· filed Aug 11, 2026
Position Value
$322,014
-$78,469 QoQ
Shares Held
952
-28.1% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.48%
of 13F equity value
Holder Rank
#2,327
of 2,990 holders
Holding Since
Jun 2025
5 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, 2026OneAscent Investment Solutions LLC holds $1,898,429 across 3 Credit Services names. AXP ranks #3 (17.0% 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 | $322,014 | 952 | Shares | Sole | 2026-08-11 | |
| 2026-03-31 | $400,483 | 1,324 | Shares | Sole | 2026-04-29 | |
| 2025-12-31 | $489,443 | 1,323 | Shares | Sole | 2026-02-11 | |
| 2025-09-30 | $357,404 | 1,076 | Shares | Sole | 2025-11-04 | |
| 2025-06-30 | $326,635 | 1,024 | Shares | Sole | 2025-08-12 | |
| No filing history on record for this holder in this stock. | ||||||