Position in AXP
as of Jun 30, 2026
· filed Aug 3, 2026
Position Value
$5,412
New position
Shares Held
16
first reported quarter
Ownership
0.000%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
#2,953
of 2,990 holders
Holding Since
Jun 2026
1 quarter on record
Voting authority
Sole 100%
Shared 0%
None 0%
Position in Credit Services
Financial Services · as of Jun 30, 2026Oakmont Advisory Group, LLC holds $415,316 across 5 Credit Services names. AXP ranks #2 (1.3% of the industry book) .
All Filings in AXP
Export CSV
1 filing row on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $5,412 | 16 | Shares | Sole | 2026-08-03 | |
| No filing history on record for this holder in this stock. | ||||||