Position in AXP
as of Jun 30, 2026
· filed Jul 29, 2026
Position Value
$12,762,510
+$1,469,117 QoQ
Shares Held
37,731
+1.1% QoQ
Ownership
0.006%
of shares outstanding
% of Portfolio
2.32%
of 13F equity value
Holder Rank
#517
of 2,990 holders
Holding Since
Mar 2023
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, 2026NWF Advisory Services Inc. holds $27,689,249 across 4 Credit Services names. AXP ranks #2 (46.1% 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 | $12,762,510 | 37,731 | Shares | Sole | 2026-07-29 | |
| 2026-03-31 | $11,293,393 | 37,336 | Shares | Sole | 2026-05-04 | |
| 2025-12-31 | $13,670,392 | 36,952 | Shares | Sole | 2026-03-03 | |
| 2025-09-30 | $12,363,659 | 37,222 | Shares | Sole | 2025-10-31 | |
| 2025-06-30 | $13,333,682 | 41,801 | Shares | Sole | 2025-09-09 | |
| 2025-03-31 | $9,901,847 | 36,803 | Shares | Sole | 2025-08-12 | |
| 2024-12-31 | $11,515,155 | 38,799 | Shares | Sole | 2025-05-14 | |
| 2024-09-30 | $9,564,952 | 35,269 | Shares | Sole | 2025-10-06 | |
| 2024-06-30 | $8,290,416 | 35,804 | Shares | Sole | 2025-10-06 | |
| 2024-03-31 | $8,130,809 | 35,710 | Shares | Sole | 2025-10-06 | |
| 2023-12-31 | $6,673,612 | 35,623 | Shares | Sole | 2025-12-08 | |
| 2023-09-30 | $5,009,501 | 33,578 | Shares | Sole | 2025-12-08 | |
| 2023-06-30 | $5,719,857 | 32,835 | Shares | Sole | 2025-12-08 | |
| 2023-03-31 | $5,416,133 | 32,835 | Shares | Sole | 2025-12-08 | |
| No filing history on record for this holder in this stock. | ||||||