Position in AXP
as of Jun 30, 2026
· filed Aug 13, 2026
Position Value
$1,102,695
+$116,611 QoQ
Shares Held
3,260
0.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.57%
of 13F equity value
Holder Rank
#1,528
of 2,990 holders
Holding Since
Dec 2023
11 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, 2026Cetera Trust Company, N.A holds $4,800,010 across 6 Credit Services names. AXP ranks #2 (23.0% of the industry book) .
All Filings in AXP
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11 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,102,695 | 3,260 | Shares | Sole | 2026-08-13 | |
| 2026-03-31 | $986,084 | 3,260 | Shares | Sole | 2026-05-08 | |
| 2025-12-31 | $1,206,037 | 3,260 | Shares | Sole | 2026-02-13 | |
| 2025-09-30 | $1,082,841 | 3,260 | Shares | Sole | 2025-11-13 | |
| 2025-06-30 | $1,039,874 | 3,260 | Shares | Sole | 2025-08-06 | |
| 2025-03-31 | $877,103 | 3,260 | Shares | Sole | 2025-04-14 | |
| 2024-12-31 | $967,535 | 3,260 | Shares | Sole | 2025-01-17 | |
| 2024-09-30 | $884,112 | 3,260 | Shares | Sole | 2024-10-21 | |
| 2024-06-30 | $772,219 | 3,335 | Shares | Sole | 2024-08-02 | |
| 2024-03-31 | $782,115 | 3,435 | Shares | Sole | 2024-05-08 | |
| 2023-12-31 | $643,512 | 3,435 | Shares | Sole | 2024-02-01 | |
| No filing history on record for this holder in this stock. | ||||||