Position in AXP
as of Jun 30, 2026
· filed Aug 12, 2026
Position Value
$3,720
+$393 QoQ
Shares Held
11
0.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
#2,964
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, 2026Sunrise Financial Services, LLC holds $92,201 across 6 Credit Services names. AXP ranks #4 (4.0% of the industry book) .
All Filings in AXP
Export CSV
3 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $3,720 | 11 | Shares | Sole | 2026-08-12 | |
| 2026-03-31 | $3,327 | 11 | Shares | Sole | 2026-04-29 | |
| 2025-12-31 | $4,069 | 11 | Shares | Sole | 2026-02-11 | |
| No filing history on record for this holder in this stock. | ||||||