Position in AXP
as of Jun 30, 2026
· filed Aug 12, 2026
Position Value
$144,432
New position
Shares Held
427
first reported quarter
Ownership
0.000%
of shares outstanding
% of Portfolio
0.48%
of 13F equity value
Holder Rank
#2,744
of 2,990 holders
Holding Since
Jun 2026
1 quarter on record
Position in Credit Services
Financial Services · as of Jun 30, 2026Regatta Research & Money Management holds $413,112 across 4 Credit Services names. AXP ranks #2 (35.0% 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 | $144,432 | 427 | Shares | Sole | 2026-08-12 | |
| No filing history on record for this holder in this stock. | ||||||