WBI INVESTMENTS, LLC

Position in AXP — American Express Co

CIK 1397424 RED BANK, NJ

Position in AXP

as of Jun 30, 2026 · filed Aug 11, 2026 Compact

Position Value

$3,388,250

+$2,471,434 QoQ

Shares Held

10,017

+230.5% QoQ

Ownership

0.001%

of shares outstanding

% of Portfolio

1.46%

of 13F equity value

Holder Rank

#957

of 2,990 holders

Holding Since

Dec 2023

9 quarters on record

Voting authority Sole 52% Shared 48% None 0%

Financial Services · as of Jun 30, 2026

WBI INVESTMENTS, LLC holds $9,081,700 across 6 Credit Services names. AXP ranks #1 (37.3% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	AXP	American Express Co This page	10,017	$3,388,250
2	OMF	OneMain Holdings, Inc.	40,444	$2,465,869
3	COF	Capital One Financial Corp	6,584	$1,320,881
4	WU	Western Union CO	138,604	$1,067,250
5	V	Visa Inc.	1,821	$624,766
6	MA	Mastercard Inc	418	$214,684

9 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$3,388,250	10,017	+230.5%	Shares	Defined	2026-08-11
2026-03-31	$916,816	3,031	-61.7%	Shares	Defined	2026-05-11
2025-12-31	$2,926,304	7,910	+20.2%	Shares	Defined	2026-02-13
2025-09-30	$2,185,944	6,581	+116.5%	Shares	Defined	2025-11-20
2025-06-30	$969,698	3,040	-53.7%	Shares	Defined	2025-08-11
2024-12-31	$1,948,722	6,566	+52.3%	Shares	Defined	2025-02-14
2024-09-30	$1,168,871	4,310	+159.8%	Shares	Sole	2024-11-12
2024-03-31	$377,737	1,659	-57.2%	Shares	Sole	2024-05-03
2023-12-31	$725,567	3,873	—	Shares	Sole	2024-02-09
No filing history on record for this holder in this stock.