Position in AXP
as of Jun 30, 2026
· filed Jul 28, 2026
Position Value
$2,580,509
+$265,933 QoQ
Shares Held
7,629
-0.3% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.95%
of 13F equity value
Holder Rank
#1,080
of 2,990 holders
Holding Since
Dec 2024
7 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, 2026BankPlus Trust Department holds $7,662,563 across 5 Credit Services names. AXP ranks #2 (33.7% of the industry book) .
All Filings in AXP
Export CSV
7 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $2,580,509 | 7,629 | Shares | Sole | 2026-07-28 | |
| 2026-03-31 | $2,314,576 | 7,652 | Shares | Sole | 2026-05-11 | |
| 2025-12-31 | $1,647,017 | 4,452 | Shares | Sole | 2026-01-27 | |
| 2025-09-30 | $947,320 | 2,852 | Shares | Sole | 2025-10-17 | |
| 2025-06-30 | $900,480 | 2,823 | Shares | Sole | 2025-07-23 | |
| 2025-03-31 | $352,724 | 1,311 | Shares | Sole | 2025-05-01 | |
| 2024-12-31 | $364,458 | 1,228 | Shares | Sole | 2025-02-04 | |
| No filing history on record for this holder in this stock. | ||||||