SILVER OAK SECURITIES, INCORPORATED
Broker-DealerPosition in AXP — American Express Co
CIK 1080576
JACKSON, TN
Position in AXP
as of Jun 30, 2026
· filed Aug 7, 2026
Position Value
$1,157,153
+$631,746 QoQ
Shares Held
3,421
+96.9% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.17%
of 13F equity value
Holder Rank
#1,508
of 2,998 holders
Holding Since
Mar 2022
12 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, 2026SILVER OAK SECURITIES, INCORPORATED holds $5,973,030 across 5 Credit Services names. AXP ranks #2 (19.4% of the industry book) .
All Filings in AXP
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12 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,157,153 | 3,421 | Shares | Sole | 2026-08-07 | |
| 2026-03-31 | $525,407 | 1,737 | Shares | Sole | 2026-04-20 | |
| 2025-12-31 | $633,354 | 1,712 | Shares | Sole | 2026-01-15 | |
| 2025-09-30 | $560,353 | 1,687 | Shares | Sole | 2025-10-21 | |
| 2025-06-30 | $516,109 | 1,618 | Shares | Sole | 2025-07-11 | |
| 2025-03-31 | $423,484 | 1,574 | Shares | Sole | 2025-04-29 | |
| 2024-12-31 | $422,628 | 1,424 | Shares | Sole | 2025-01-27 | |
| 2024-09-30 | $376,696 | 1,389 | Shares | Sole | 2024-10-23 | |
| 2024-06-30 | $314,444 | 1,358 | Shares | Sole | 2024-07-12 | |
| 2024-03-31 | $261,615 | 1,149 | Shares | Sole | 2024-05-10 | |
| 2023-12-31 | $215,441 | 1,150 | Shares | Sole | 2024-02-05 | |
| 2022-03-31 | $286,671 | 1,533 | Shares | Sole | 2022-05-10 | |
| No filing history on record for this holder in this stock. | ||||||