ALBION FINANCIAL GROUP /UT

Position in AXP — American Express Co

CIK 1054677 SALT LAKE CITY, UT

Position in AXP

as of Jun 30, 2026 · filed Jul 22, 2026 Compact

Position Value

$248,952

+$70,792 QoQ

Shares Held

736

+25.0% QoQ

Ownership

0.000%

of shares outstanding

% of Portfolio

0.03%

of 13F equity value

Holder Rank

#2,515

of 2,990 holders

Holding Since

Dec 2020

15 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Financial Services · as of Jun 30, 2026

ALBION FINANCIAL GROUP /UT holds $23,984,093 across 6 Credit Services names. AXP ranks #3 (1.0% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	V	Visa Inc.	67,769	$23,250,866
2	SOFI	SoFi Technologies, Inc.	16,415	$294,320
3	AXP	American Express Co This page	736	$248,952
4	MA	Mastercard Inc	298	$153,052
5	COF	Capital One Financial Corp	176	$35,309
6	AGM	Federal Agricultural Mortgage Corp	8	$1,594

15 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$248,952	736	+25.0%	Shares	Sole	2026-07-22
2026-03-31	$178,160	589	+445.4%	Shares	Sole	2026-04-27
2025-12-31	$39,954	108	+21.3%	Shares	Sole	2026-01-21
2025-09-30	$29,562	89	0.0%	Shares	Sole	2025-10-20
2025-06-30	$28,389	89	0.0%	Shares	Sole	2025-07-17
2025-03-31	$23,945	89	-53.6%	Shares	Sole	2025-04-25
2024-12-31	$56,983	192	+86.4%	Shares	Sole	2025-01-17
2024-09-30	$27,933	103	0.0%	Shares	Sole	2024-10-09
2024-06-30	$23,849	103	0.0%	Shares	Sole	2024-07-10
2024-03-31	$23,452	103	+3.0%	Shares	Sole	2024-04-19
2023-12-31	$18,734	100	-33.8%	Shares	Sole	2024-01-26
2023-09-30	$22,527	151	+1577.8%	Shares	Sole	2023-11-01
2021-09-30	$1,507	9	-85.9%	Shares	Sole	2021-10-19
2021-06-30	$10,574	64	0.0%	Shares	Sole	2021-08-12
2020-12-31	$7,738	64	—	Shares	Sole	2021-02-19
No filing history on record for this holder in this stock.