Position in AXP
as of Jun 30, 2026
· filed Jul 13, 2026
Position Value
$196,861
+$20,818 QoQ
Shares Held
582
0.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.92%
of 13F equity value
Holder Rank
#2,705
of 2,990 holders
Holding Since
Dec 2023
6 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, 2026CGC Financial Services, LLC holds $371,505 across 4 Credit Services names. AXP ranks #1 (53.0% of the industry book) .
All Filings in AXP
Export CSV
6 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $196,861 | 582 | Shares | Sole | 2026-07-13 | |
| 2026-03-31 | $176,043 | 582 | Shares | Sole | 2026-04-14 | |
| 2025-12-31 | $215,310 | 582 | Shares | Sole | 2026-02-03 | |
| 2025-09-30 | $193,317 | 582 | Shares | Sole | 2025-10-24 | |
| 2025-06-30 | $185,646 | 582 | Shares | Sole | 2025-07-28 | |
| 2023-12-31 | $17,797 | 95 | Shares | Sole | 2024-01-12 | |
| No filing history on record for this holder in this stock. | ||||||