Position in AXP
as of Jun 30, 2026
· filed Jul 9, 2026
Position Value
$868,625
+$91,857 QoQ
Shares Held
2,568
0.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.77%
of 13F equity value
Holder Rank
#1,649
of 2,990 holders
Holding Since
Jun 2023
13 quarters on record
Voting authority
Sole 93%
Shared 0%
None 7%
Common Shares in AXP Over Time
Shares Held
Position Value (USD)
Position in Credit Services
Financial Services · as of Jun 30, 2026Exchange Bank holds $2,546,846 across 4 Credit Services names. AXP ranks #1 (34.1% of the industry book) .
All Filings in AXP
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13 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $868,625 | 2,568 | Shares | Sole | 2026-07-09 | |
| 2026-03-31 | $776,768 | 2,568 | Shares | Sole | 2026-04-08 | |
| 2025-12-31 | $967,788 | 2,616 | Shares | Sole | 2026-01-13 | |
| 2025-09-30 | $889,856 | 2,679 | Shares | Sole | 2025-10-31 | |
| 2025-06-30 | $899,203 | 2,819 | Shares | Sole | 2025-07-09 | |
| 2025-03-31 | $804,190 | 2,989 | Shares | Sole | 2025-04-15 | |
| 2024-12-31 | $912,925 | 3,076 | Shares | Sole | 2025-01-17 | |
| 2024-09-30 | $823,091 | 3,035 | Shares | Sole | 2024-10-10 | |
| 2024-06-30 | $726,371 | 3,137 | Shares | Sole | 2024-07-10 | |
| 2024-03-31 | $707,887 | 3,109 | Shares | Sole | 2024-04-12 | |
| 2023-12-31 | $582,439 | 3,109 | Shares | Sole | 2024-01-11 | |
| 2023-09-30 | $468,307 | 3,139 | Shares | Sole | 2023-11-15 | |
| 2023-06-30 | $546,813 | 3,139 | Shares | Sole | 2023-11-15 | |
| No filing history on record for this holder in this stock. | ||||||