Position in AXP
as of Jun 30, 2026
· filed Jul 24, 2026
Position Value
$78,474
+$8,299 QoQ
Shares Held
232
0.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.04%
of 13F equity value
Holder Rank
#2,792
of 2,984 holders
Holding Since
Mar 2020
26 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, 2026Financial Perspectives, Inc holds $1,047,060 across 5 Credit Services names. AXP ranks #3 (7.5% of the industry book) .
All Filings in AXP
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $78,474 | 232 | Shares | Sole | 2026-07-24 | |
| 2026-03-31 | $70,175 | 232 | Shares | Sole | 2026-05-11 | |
| 2025-12-31 | $85,828 | 232 | Shares | Sole | 2026-01-28 | |
| 2025-09-30 | $76,728 | 231 | Shares | Sole | 2025-10-22 | |
| 2025-06-30 | $73,684 | 231 | Shares | Sole | 2025-07-30 | |
| 2025-03-31 | $62,150 | 231 | Shares | Sole | 2025-04-18 | |
| 2024-12-31 | $68,558 | 231 | Shares | Sole | 2025-02-03 | |
| 2024-09-30 | $62,647 | 231 | Shares | Sole | 2024-10-17 | |
| 2024-06-30 | $53,256 | 230 | Shares | Sole | 2024-08-09 | |
| 2024-03-31 | $52,368 | 230 | Shares | Sole | 2024-04-19 | |
| 2023-12-31 | $43,462 | 232 | Shares | Sole | 2024-02-01 | |
| 2023-09-30 | $34,164 | 229 | Shares | Sole | 2024-01-10 | |
| 2023-06-30 | $39,891 | 229 | Shares | Sole | 2024-01-10 | |
| 2023-03-31 | $37,773 | 229 | Shares | Sole | 2024-01-10 | |
| 2022-12-31 | $33,687 | 228 | Shares | Sole | 2024-01-10 | |
| 2022-09-30 | $30,759 | 228 | Shares | Sole | 2024-01-10 | |
| 2022-06-30 | $31,605 | 228 | Shares | Sole | 2024-01-10 | |
| 2022-03-31 | $42,449 | 227 | Shares | Sole | 2024-01-10 | |
| 2021-12-31 | $37,137 | 227 | Shares | Sole | 2024-01-10 | |
| 2021-09-30 | $38,029 | 227 | Shares | Sole | 2024-01-10 | |
| 2021-06-30 | $37,507 | 227 | Shares | Sole | 2024-01-10 | |
| 2021-03-31 | $227 | 32,052 | Shares | Sole | 2024-01-10 | |
| 2020-12-31 | $27,325 | 226 | Shares | Sole | 2024-01-10 | |
| 2020-09-30 | $22,656 | 226 | Shares | Sole | 2024-01-10 | |
| 2020-06-30 | $21,515 | 226 | Shares | Sole | 2024-01-10 | |
| 2020-03-31 | $19,262 | 225 | Shares | Sole | 2024-01-10 | |
| No filing history on record for this holder in this stock. | ||||||