Position in AXP
as of Jun 30, 2026
· filed Jul 23, 2026
Position Value
$599,717
+$72,495 QoQ
Shares Held
1,773
+1.7% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.47%
of 13F equity value
Holder Rank
#1,884
of 2,990 holders
Holding Since
Dec 2024
7 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, 2026Atala Financial Inc holds $2,828,822 across 4 Credit Services names. AXP ranks #4 (21.2% of the industry book) .
All Filings in AXP
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7 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $599,717 | 1,773 | Shares | Sole | 2026-07-23 | |
| 2026-03-31 | $527,222 | 1,743 | Shares | Sole | 2026-04-10 | |
| 2025-12-31 | $751,738 | 2,032 | Shares | Sole | 2026-01-23 | |
| 2025-09-30 | $674,949 | 2,032 | Shares | Sole | 2025-11-04 | |
| 2025-06-30 | $648,167 | 2,032 | Shares | Sole | 2025-08-07 | |
| 2025-03-31 | $546,709 | 2,032 | Shares | Sole | 2025-04-23 | |
| 2024-12-31 | $603,077 | 2,032 | Shares | Sole | 2025-02-10 | |
| No filing history on record for this holder in this stock. | ||||||