Position in AXP
as of Jun 30, 2026
· filed Jul 15, 2026
Position Value
$21,008,369
+$2,036,219 QoQ
Shares Held
62,109
-1.0% QoQ
Ownership
0.009%
of shares outstanding
% of Portfolio
17.60%
of 13F equity value
Holder Rank
#411
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, 2026BIRCH FINANCIAL GROUP, LLC holds $22,495,751 across 4 Credit Services names. AXP ranks #1 (93.4% 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 | $21,008,369 | 62,109 | Shares | Sole | 2026-07-15 | |
| 2026-03-31 | $18,972,150 | 62,722 | Shares | Sole | 2026-04-17 | |
| 2025-12-31 | $22,944,299 | 62,020 | Shares | Sole | 2026-01-15 | |
| 2025-09-30 | $20,599,566 | 62,017 | Shares | Sole | 2025-10-31 | |
| 2025-06-30 | $9,371,632 | 29,380 | Shares | Sole | 2025-10-31 | |
| 2025-03-31 | $7,864,869 | 29,232 | Shares | Sole | 2025-10-31 | |
| 2024-12-31 | $8,616,704 | 29,033 | Shares | Sole | 2025-10-31 | |
| No filing history on record for this holder in this stock. | ||||||