Position in AXP
as of Jun 30, 2026
· filed Aug 13, 2026
Position Value
$157,286
+$26,313 QoQ
Shares Held
465
+7.4% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
1.12%
of 13F equity value
Holder Rank
#2,735
of 2,990 holders
Holding Since
Sep 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, 2026Strategic Advocates LLC holds $157,770 across 2 Credit Services names. AXP ranks #1 (99.7% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | AXP |
American Express Co
This page
|
465 | $157,286 | |
| 2 | SOFI |
SoFi Technologies, Inc.
|
27 | $484 |
All Filings in AXP
Export CSV
12 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $157,286 | 465 | Shares | Sole | 2026-08-13 | |
| 2026-03-31 | $130,973 | 433 | Shares | Sole | 2026-05-15 | |
| 2025-12-31 | $2,311,817 | 6,249 | Shares | Sole | 2026-02-11 | |
| 2025-09-30 | $1,785,692 | 5,376 | Shares | Sole | 2025-11-26 | |
| 2025-06-30 | $1,391,390 | 4,362 | Shares | Sole | 2025-07-08 | |
| 2025-03-31 | $812,531 | 3,020 | Shares | Sole | 2025-05-08 | |
| 2024-12-31 | $536,299 | 1,807 | Shares | Sole | 2025-01-23 | |
| 2024-09-30 | $645,184 | 2,379 | Shares | Sole | 2024-10-17 | |
| 2024-06-30 | $763,883 | 3,299 | Shares | Sole | 2024-07-11 | |
| 2024-03-31 | $1,252,295 | 5,500 | Shares | Sole | 2024-04-03 | |
| 2023-12-31 | $1,290,585 | 6,889 | Shares | Sole | 2024-02-13 | |
| 2023-09-30 | $1,000,766 | 6,708 | Shares | Sole | 2023-11-13 | |
| No filing history on record for this holder in this stock. | ||||||