Position in AXP
as of Jun 30, 2026
· filed Jul 30, 2026
Position Value
$1,447,033
+$251,935 QoQ
Shares Held
4,278
+8.3% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.41%
of 13F equity value
Holder Rank
#1,367
of 2,990 holders
Holding Since
Dec 2022
14 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, 2026Pathway Financial Advisers, LLC holds $4,621,905 across 4 Credit Services names. AXP ranks #2 (31.3% of the industry book) .
All Filings in AXP
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14 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,447,033 | 4,278 | Shares | Sole | 2026-07-30 | |
| 2026-03-31 | $1,195,098 | 3,951 | Shares | Sole | 2026-04-23 | |
| 2025-12-31 | $1,318,501 | 3,564 | Shares | Sole | 2026-02-06 | |
| 2025-09-30 | $1,190,461 | 3,584 | Shares | Sole | 2025-11-13 | |
| 2025-06-30 | $1,071,772 | 3,360 | Shares | Sole | 2025-08-21 | |
| 2025-03-31 | $800,423 | 2,975 | Shares | Sole | 2025-05-09 | |
| 2024-12-31 | $774,325 | 2,609 | Shares | Sole | 2025-01-30 | |
| 2024-09-30 | $682,339 | 2,516 | Shares | Sole | 2024-10-25 | |
| 2024-06-30 | $263,730 | 1,139 | Shares | Sole | 2024-08-20 | |
| 2024-03-31 | $227,690 | 1,000 | Shares | Sole | 2024-05-29 | |
| 2023-12-31 | $139,193 | 743 | Shares | Sole | 2024-07-19 | |
| 2023-09-30 | $109,504 | 734 | Shares | Sole | 2024-07-19 | |
| 2023-03-31 | $117,938 | 715 | Shares | Sole | 2024-07-19 | |
| 2022-12-31 | $105,640 | 715 | Shares | Sole | 2024-07-19 | |
| No filing history on record for this holder in this stock. | ||||||