Position in AXP
as of Jun 30, 2026
· filed Aug 7, 2026
Position Value
$1,384,794
New position
Shares Held
4,094
first reported quarter
Ownership
0.001%
of shares outstanding
% of Portfolio
0.03%
of 13F equity value
Holder Rank
#1,391
of 2,990 holders
Holding Since
Jun 2026
1 quarter on record
Voting authority
Sole 93%
Shared 7%
None 0%
Position in Credit Services
Financial Services · as of Jun 30, 2026Evelyn Partners Group Ltd holds $245,859,085 across 5 Credit Services names. AXP ranks #3 (0.6% 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 | $1,384,794 | 4,094 | Shares | Sole | 2026-08-07 | |
| No filing history on record for this holder in this stock. | ||||||