Position in AXP
as of Jun 30, 2026
· filed Aug 12, 2026
Position Value
$1,474,093
+$244,815 QoQ
Shares Held
4,358
+7.2% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
1.33%
of 13F equity value
Holder Rank
#1,353
of 2,990 holders
Holding Since
Dec 2025
3 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, 2026Sun Financial Inc holds $2,671,782 across 3 Credit Services names. AXP ranks #1 (55.2% of the industry book) .
All Filings in AXP
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3 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,474,093 | 4,358 | Shares | Sole | 2026-08-12 | |
| 2026-03-31 | $1,229,278 | 4,064 | Shares | Sole | 2026-05-15 | |
| 2025-12-31 | $1,437,995 | 3,887 | Shares | Sole | 2026-02-02 | |
| No filing history on record for this holder in this stock. | ||||||