Position in AXP
as of Jun 30, 2026
· filed Aug 5, 2026
Position Value
$9,889,076
-$342,612 QoQ
Shares Held
29,236
-13.6% QoQ
Ownership
0.004%
of shares outstanding
% of Portfolio
0.38%
of 13F equity value
Holder Rank
#585
of 2,990 holders
Holding Since
Mar 2020
26 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in AXP Over Time
Shares Held
Position Value (USD)
Position in Credit Services
Financial Services · as of Jun 30, 2026KLINGENSTEIN FIELDS & CO LP holds $25,228,117 across 4 Credit Services names. AXP ranks #2 (39.2% 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 | $9,889,076 | 29,236 | Shares | Defined | 2026-08-05 | |
| 2026-03-31 | $10,231,688 | 33,826 | Shares | Defined | 2026-05-13 | |
| 2025-12-31 | $13,826,880 | 37,375 | Shares | Defined | 2026-02-13 | |
| 2025-09-30 | $12,495,194 | 37,618 | Shares | Defined | 2025-11-14 | |
| 2025-06-30 | $12,334,317 | 38,668 | Shares | Defined | 2025-07-30 | |
| 2025-03-31 | $12,212,179 | 45,390 | Shares | Defined | 2025-04-28 | |
| 2024-12-31 | $13,775,804 | 46,416 | Shares | Defined | 2025-01-30 | |
| 2024-09-30 | $13,077,806 | 48,222 | Shares | Defined | 2024-10-29 | |
| 2024-06-30 | $11,232,953 | 48,512 | Shares | Defined | 2024-08-01 | |
| 2024-03-31 | $22,202,279 | 97,511 | Shares | Defined | 2024-04-29 | |
| 2023-12-31 | $18,960,493 | 101,209 | Shares | Defined | 2024-02-01 | |
| 2023-09-30 | $15,168,593 | 101,673 | Shares | Defined | 2023-10-27 | |
| 2023-06-30 | $20,339,765 | 116,761 | Shares | Defined | 2023-08-01 | |
| 2023-03-31 | $19,715,153 | 119,522 | Shares | Defined | 2023-04-28 | |
| 2022-12-31 | $17,792,498 | 120,423 | Shares | Defined | 2023-02-02 | |
| 2022-09-30 | $16,585,160 | 122,935 | Shares | Defined | 2022-10-28 | |
| 2022-06-30 | $17,085,607 | 123,255 | Shares | Defined | 2022-08-01 | |
| 2022-03-31 | $24,411,541 | 130,543 | Shares | Defined | 2022-04-27 | |
| 2021-12-31 | $21,616,958 | 132,133 | Shares | Defined | 2022-01-31 | |
| 2021-09-30 | $23,013,427 | 137,369 | Shares | Defined | 2021-10-26 | |
| 2021-06-30 | $22,940,201 | 138,838 | Shares | Defined | 2021-07-26 | |
| 2021-03-31 | $19,724,939 | 139,458 | Shares | Defined | 2021-04-29 | |
| 2020-12-31 | $17,438,969 | 144,231 | Shares | Defined | 2021-02-02 | |
| 2020-09-30 | $14,580,159 | 145,438 | Shares | Defined | 2020-10-30 | |
| 2020-06-30 | $14,474,112 | 152,039 | Shares | Defined | 2020-08-03 | |
| 2020-03-31 | $13,256,537 | 154,848 | Shares | Defined | 2020-05-07 | |
| No filing history on record for this holder in this stock. | ||||||