Position in AXP
as of Jun 30, 2026
· filed Jul 24, 2026
Position Value
$318,969
-$156,832 QoQ
Shares Held
943
-40.1% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.17%
of 13F equity value
Holder Rank
#2,332
of 2,990 holders
Holding Since
Sep 2024
8 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, 2026Sunpointe, LLC holds $2,431,035 across 4 Credit Services names. AXP ranks #4 (13.1% of the industry book) .
All Filings in AXP
Export CSV
8 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $318,969 | 943 | Shares | Defined | 2026-07-24 | |
| 2026-03-31 | $475,801 | 1,573 | Shares | Sole | 2026-04-21 | |
| 2025-12-31 | $677,378 | 1,831 | Shares | Defined | 2026-01-23 | |
| 2025-09-30 | $297,947 | 897 | Shares | Defined | 2025-11-12 | |
| 2025-06-30 | $312,281 | 979 | Shares | Sole | 2025-07-09 | |
| 2025-03-31 | $259,364 | 964 | Shares | Defined | 2025-05-07 | |
| 2024-12-31 | $289,963 | 977 | Shares | Defined | 2025-02-03 | |
| 2024-09-30 | $232,147 | 856 | Shares | Defined | 2024-10-16 | |
| No filing history on record for this holder in this stock. | ||||||