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CAPTRUST FINANCIAL ADVISORS: AXP position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of CAPTRUST FINANCIAL ADVISORS on AXP, newest first. How the timeline and the estimate are built.

CAPTRUST FINANCIAL ADVISORS held 202,593 AXP shares at 2026-06-30 per its 13F-HR filed 2026-08-13.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 202,593 shares
    Change vs previous 13F -2,563 shares

    0.1% of the 13F portfolio, value $68,527,223.

    13F-HR 0001062993-26-004295 filed by CAPTRUST FINANCIAL ADVISORS
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  2. period ended2026-03-31
    13F 205,156 shares
    Change vs previous 13F -17,884 shares

    0.11% of the 13F portfolio, value $62,055,141.

    13F-HR 0001062993-26-002655 filed by CAPTRUST FINANCIAL ADVISORS
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  3. period ended2025-12-31
    13F 223,040 shares
    Change vs previous 13F +63,134 shares

    0.16% of the 13F portfolio, value $82,513,479.

    13F-HR 0001062993-26-000955 filed by CAPTRUST FINANCIAL ADVISORS
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  4. period ended2025-09-30
    13F 159,906 shares
    Change vs previous 13F +4,210 shares

    0.11% of the 13F portfolio, value $53,114,302.

    13F-HR 0001062993-25-016947 filed by CAPTRUST FINANCIAL ADVISORS
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  5. period ended2025-06-30
    13F 155,696 shares
    Change vs previous 13F -423 shares

    0.11% of the 13F portfolio, value $49,663,777.

    13F-HR 0001062993-25-014473 filed by CAPTRUST FINANCIAL ADVISORS
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  6. period ended2025-03-31
    13F 156,119 shares
    Change vs previous 13F +7,358 shares

    0.11% of the 13F portfolio, value $42,003,807.

    13F-HR 0001062993-25-009406 filed by CAPTRUST FINANCIAL ADVISORS
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  7. period ended2024-12-31
    13F 148,761 shares
    Change vs previous 13F -71 shares

    0.13% of the 13F portfolio, value $44,150,843.

    13F-HR 0001062993-25-002458 filed by CAPTRUST FINANCIAL ADVISORS
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  8. period ended2024-09-30
    13F 148,832 shares
    Change vs previous 13F not available

    0.12% of the 13F portfolio, value $40,363,309.

    13F-HR 0001062993-24-019125 filed by CAPTRUST FINANCIAL ADVISORS
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).