Position in AXP
as of Jun 30, 2026
· filed Aug 5, 2026
Position Value
$1,941,216
-$278,382 QoQ
Shares Held
5,739
-21.8% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.86%
of 13F equity value
Holder Rank
#1,202
of 2,990 holders
Holding Since
Mar 2023
14 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, 2026CALDWELL SUTTER CAPITAL, INC. holds $6,692,911 across 6 Credit Services names. AXP ranks #2 (29.0% of the industry book) .
All Filings in AXP
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14 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,941,216 | 5,739 | Shares | Sole | 2026-08-05 | |
| 2026-03-31 | $2,219,598 | 7,338 | Shares | Sole | 2026-05-06 | |
| 2025-12-31 | $2,714,693 | 7,338 | Shares | Sole | 2026-01-30 | |
| 2025-09-30 | $2,437,390 | 7,338 | Shares | Sole | 2025-10-29 | |
| 2025-06-30 | $2,340,675 | 7,338 | Shares | Sole | 2025-07-11 | |
| 2025-03-31 | $1,993,391 | 7,409 | Shares | Sole | 2025-04-16 | |
| 2024-12-31 | $2,201,885 | 7,419 | Shares | Sole | 2025-01-21 | |
| 2024-09-30 | $2,012,032 | 7,419 | Shares | Sole | 2024-10-25 | |
| 2024-06-30 | $1,719,721 | 7,427 | Shares | Sole | 2024-07-23 | |
| 2024-03-31 | $1,671,699 | 7,342 | Shares | Sole | 2024-04-19 | |
| 2023-12-31 | $1,377,323 | 7,352 | Shares | Sole | 2024-01-19 | |
| 2023-09-30 | $1,096,844 | 7,352 | Shares | Sole | 2023-10-25 | |
| 2023-06-30 | $1,280,718 | 7,352 | Shares | Sole | 2023-07-19 | |
| 2023-03-31 | $6,598 | 40 | Shares | Sole | 2023-04-25 | |
| No filing history on record for this holder in this stock. | ||||||