Position in AXP
as of Jun 30, 2026
· filed Jul 23, 2026
Position Value
$836,154
+$84,794 QoQ
Shares Held
2,472
-0.5% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.72%
of 13F equity value
Holder Rank
#1,666
of 2,990 holders
Holding Since
Jun 2023
12 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, 2026UNION SAVINGS BANK holds $2,872,017 across 5 Credit Services names. AXP ranks #2 (29.1% of the industry book) .
All Filings in AXP
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12 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $836,154 | 2,472 | Shares | Sole | 2026-07-23 | |
| 2026-03-31 | $751,360 | 2,484 | Shares | Sole | 2026-04-17 | |
| 2025-12-31 | $928,574 | 2,510 | Shares | Sole | 2026-03-06 | |
| 2025-06-30 | $811,804 | 2,545 | Shares | Sole | 2025-08-08 | |
| 2025-03-31 | $740,963 | 2,754 | Shares | Sole | 2025-04-22 | |
| 2024-12-31 | $817,359 | 2,754 | Shares | Sole | 2025-01-16 | |
| 2024-09-30 | $765,326 | 2,822 | Shares | Sole | 2024-10-15 | |
| 2024-06-30 | $653,434 | 2,822 | Shares | Sole | 2024-08-01 | |
| 2024-03-31 | $664,398 | 2,918 | Shares | Sole | 2024-04-29 | |
| 2023-12-31 | $715,825 | 3,821 | Shares | Sole | 2024-02-09 | |
| 2023-09-30 | $570,054 | 3,821 | Shares | Sole | 2023-10-24 | |
| 2023-06-30 | $626,423 | 3,596 | Shares | Sole | 2023-08-14 | |
| No filing history on record for this holder in this stock. | ||||||