Position in AXP
as of Jun 30, 2026
· filed Aug 6, 2026
Position Value
$9,062,055
+$914,152 QoQ
Shares Held
26,791
-0.5% QoQ
Ownership
0.004%
of shares outstanding
% of Portfolio
0.68%
of 13F equity value
Holder Rank
#606
of 2,984 holders
Holding Since
Mar 2020
26 quarters on record
Voting authority
Sole 3%
Shared 0%
None 97%
Common Shares in AXP Over Time
Shares Held
Position Value (USD)
Position in Credit Services
Financial Services · as of Jun 30, 20261ST SOURCE BANK holds $19,356,741 across 5 Credit Services names. AXP ranks #1 (46.8% of the industry book) .
All Filings in AXP
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $9,062,055 | 26,791 | Shares | Defined | 2026-08-06 | |
| 2026-03-31 | $8,147,903 | 26,937 | Shares | Defined | 2026-05-04 | |
| 2025-12-31 | $10,126,640 | 27,373 | Shares | Defined | 2026-02-05 | |
| 2025-09-30 | $9,455,597 | 28,467 | Shares | Defined | 2025-11-12 | |
| 2025-06-30 | $9,305,603 | 29,173 | Shares | Defined | 2025-08-07 | |
| 2025-03-31 | $8,394,897 | 31,202 | Shares | Defined | 2025-05-05 | |
| 2024-12-31 | $9,305,552 | 31,354 | Shares | Defined | 2025-02-10 | |
| 2024-09-30 | $8,654,534 | 31,912 | Shares | Defined | 2024-12-11 | |
| 2024-06-30 | $7,564,043 | 32,667 | Shares | Sole | 2024-08-08 | |
| 2024-03-31 | $7,551,793 | 33,167 | Shares | Sole | 2024-05-09 | |
| 2023-12-31 | $6,668,179 | 35,594 | Shares | Sole | 2024-02-08 | |
| 2023-09-30 | $5,380,536 | 36,065 | Shares | Sole | 2023-11-09 | |
| 2023-06-30 | $6,324,331 | 36,305 | Shares | Sole | 2023-08-09 | |
| 2023-03-31 | $6,077,252 | 36,843 | Shares | Sole | 2023-05-09 | |
| 2022-12-31 | $5,456,259 | 36,929 | Shares | Sole | 2023-02-13 | |
| 2022-09-30 | $5,002,462 | 37,080 | Shares | Sole | 2022-11-04 | |
| 2022-06-30 | $5,132,405 | 37,025 | Shares | Sole | 2022-08-05 | |
| 2022-03-31 | $7,024,468 | 37,564 | Shares | Sole | 2022-05-05 | |
| 2021-12-31 | $6,162,484 | 37,668 | Shares | Sole | 2022-02-09 | |
| 2021-09-30 | $6,348,046 | 37,892 | Shares | Sole | 2021-11-05 | |
| 2021-06-30 | $6,276,756 | 37,988 | Shares | Sole | 2021-08-03 | |
| 2021-03-31 | $5,400,744 | 38,184 | Shares | Sole | 2021-05-07 | |
| 2020-12-31 | $4,639,316 | 38,370 | Shares | Sole | 2021-02-05 | |
| 2020-09-30 | $4,764,882 | 47,530 | Shares | Sole | 2020-10-30 | |
| 2020-06-30 | $4,818,547 | 50,615 | Shares | Sole | 2020-08-07 | |
| 2020-03-31 | $4,397,100 | 51,362 | Shares | Sole | 2020-04-29 | |
| No filing history on record for this holder in this stock. | ||||||