Position in AXP
as of Jun 30, 2026
· filed Aug 10, 2026
Position Value
$217,494
-$1,516 QoQ
Shares Held
643
+8.6% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.02%
of 13F equity value
Holder Rank
#2,630
of 2,990 holders
Holding Since
Sep 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, 2026FIRST AMERICAN TRUST, FSB holds $12,453,075 across 4 Credit Services names. AXP ranks #4 (1.7% of the industry book) .
All Filings in AXP
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3 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $217,494 | 643 | Shares | Sole | 2026-08-10 | |
| 2025-12-31 | $219,010 | 592 | Shares | Sole | 2026-02-11 | |
| 2025-09-30 | $199,960 | 602 | Shares | Sole | 2025-11-10 | |
| No filing history on record for this holder in this stock. | ||||||