Bragg Financial Advisors, Inc

Position in AXP — American Express Co

CIK 1327055 CHARLOTTE, NC

Position in AXP

as of Jun 30, 2026 · filed Aug 12, 2026 Compact

Position Value

$30,491,208

+$3,168,493 QoQ

Shares Held

90,144

-0.2% QoQ

Ownership

0.013%

of shares outstanding

% of Portfolio

0.94%

of 13F equity value

Holder Rank

#330

of 2,990 holders

Holding Since

Mar 2020

26 quarters on record

Voting authority Sole 12% Shared 0% None 88%

Financial Services · as of Jun 30, 2026

Bragg Financial Advisors, Inc holds $85,174,129 across 6 Credit Services names. AXP ranks #2 (35.8% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	NNI	Nelnet Inc	248,493	$33,131,571
2	AXP	American Express Co This page	90,144	$30,491,208
3	MA	Mastercard Inc	31,964	$16,416,710
4	PYPL	PayPal Holdings, Inc.	80,156	$3,461,136
5	V	Visa Inc.	3,672	$1,259,826
6	COF	Capital One Financial Corp	2,062	$413,678

26 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$30,491,208	90,144	-0.2%	Shares	Sole	2026-08-12
2026-03-31	$27,322,715	90,329	+0.7%	Shares	Sole	2026-05-15
2025-12-31	$33,177,116	89,680	-1.1%	Shares	Sole	2026-02-13
2025-09-30	$30,132,890	90,718	-1.1%	Shares	Sole	2025-11-13
2025-06-30	$29,253,017	91,708	+0.9%	Shares	Sole	2025-08-14
2025-03-31	$24,457,721	90,904	-1.7%	Shares	Sole	2025-05-14
2024-12-31	$27,440,609	92,458	-3.4%	Shares	Sole	2025-02-13
2024-09-30	$25,963,332	95,735	-1.6%	Shares	Sole	2024-11-14
2024-06-30	$22,537,456	97,333	-3.7%	Shares	Sole	2024-08-15
2024-03-31	$23,020,369	101,104	-1.6%	Shares	Sole	2024-05-14
2023-12-31	$19,247,124	102,739	-0.7%	Shares	Sole	2024-02-14
2023-09-30	$15,441,612	103,503	-1.1%	Shares	Sole	2023-11-14
2023-06-30	$18,229,855	104,649	-0.2%	Shares	Sole	2023-08-15
2023-03-31	$17,297,151	104,863	+0.1%	Shares	Sole	2023-05-15
2022-12-31	$15,476,517	104,748	+0.4%	Shares	Sole	2023-02-15
2022-09-30	$14,071,113	104,300	+0.1%	Shares	Sole	2022-11-14
2022-06-30	$14,438,104	104,156	+0.7%	Shares	Sole	2022-08-15
2022-03-31	$19,340,288	103,424	+1.3%	Shares	Sole	2022-05-11
2021-12-31	$16,707,813	102,126	0.0%	Shares	Sole	2022-02-14
2021-09-30	$17,109,168	102,126	-4.6%	Shares	Sole	2021-11-15
2021-06-30	$17,694,811	107,092	+0.7%	Shares	Sole	2021-08-16
2021-03-31	$15,036,769	106,312	+0.0%	Shares	Sole	2021-05-14
2020-12-31	$12,851,765	106,292	+0.1%	Shares	Sole	2021-02-11
2020-09-30	$10,641,938	106,154	+1.7%	Shares	Sole	2020-11-13
2020-06-30	$9,934,405	104,353	+2.8%	Shares	Sole	2020-08-14
2020-03-31	$8,689,586	101,502	—	Shares	Sole	2020-05-15
No filing history on record for this holder in this stock.