RHODES INVESTMENT ADVISORS INC /ADV

Position in AXP — American Express Co

CIK 1005186 FORT WORTH, TX

Position in AXP

as of Jun 30, 2026 · filed Jul 28, 2026 Compact

Position Value

$1,179,139

+$509,146 QoQ

Shares Held

3,486

+57.4% QoQ

Ownership

0.001%

of shares outstanding

% of Portfolio

1.36%

of 13F equity value

Holder Rank

#1,495

of 2,990 holders

Holding Since

Dec 2025

3 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Financial Services · as of Jun 30, 2026

RHODES INVESTMENT ADVISORS INC /ADV holds $4,527,960 across 5 Credit Services names. AXP ranks #1 (26.0% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	AXP	American Express Co This page	3,486	$1,179,139
2	SOFI	SoFi Technologies, Inc.	51,566	$924,578
3	AFRM	Affirm Holdings, Inc.	11,229	$915,724
4	MA	Mastercard Inc	1,781	$914,721
5	FCFS	FirstCash Holdings, Inc.	2,745	$593,798

3 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$1,179,139	3,486	+57.4%	Shares	Sole	2026-07-28
2026-03-31	$669,993	2,215	+6.0%	Shares	Sole	2026-05-14
2025-12-31	$773,195	2,090	—	Shares	Sole	2026-05-13
No filing history on record for this holder in this stock.