SIGNATUREFD, LLC

Position in AXP — American Express Co

CIK 1456048 ATLANTA, GA

Position in AXP

as of Jun 30, 2026 · filed Jul 24, 2026 Compact

Position Value

$5,781,707

+$724,544 QoQ

Shares Held

17,093

+2.2% QoQ

Ownership

0.003%

of shares outstanding

% of Portfolio

0.24%

of 13F equity value

Holder Rank

#758

of 2,990 holders

Holding Since

Mar 2020

26 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Financial Services · as of Jun 30, 2026

SIGNATUREFD, LLC holds $40,453,830 across 33 Credit Services names. AXP ranks #3 (14.3% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	V	Visa Inc.	44,161	$15,151,197
2	MA	Mastercard Inc	22,999	$11,812,286
3	AXP	American Express Co This page	17,093	$5,781,707
4	COF	Capital One Financial Corp	19,295	$3,870,962
5	SYF	Synchrony Financial	9,590	$729,319
6	ALLY	Ally Financial Inc.	13,503	$620,462
7	AFRM	Affirm Holdings, Inc.	7,317	$596,701
8	OMF	OneMain Holdings, Inc.	9,417	$574,154

26 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$5,781,707	17,093	+2.2%	Shares	Sole	2026-07-24
2026-03-31	$5,057,163	16,719	+2.0%	Shares	Sole	2026-04-07
2025-12-31	$6,061,630	16,385	+4.9%	Shares	Sole	2026-01-20
2025-09-30	$5,187,674	15,618	+2.8%	Shares	Sole	2025-10-21
2025-06-30	$4,846,582	15,194	+4.6%	Shares	Sole	2025-07-16
2025-03-31	$3,907,951	14,525	+0.9%	Shares	Sole	2025-05-02
2024-12-31	$4,274,369	14,402	+0.7%	Shares	Sole	2025-02-10
2024-09-30	$3,877,346	14,297	+0.2%	Shares	Sole	2024-10-21
2024-06-30	$3,302,829	14,264	+8.4%	Shares	Sole	2024-07-29
2024-03-31	$2,995,489	13,156	+4.1%	Shares	Sole	2024-05-03
2023-12-31	$2,368,539	12,643	+6.3%	Shares	Sole	2024-02-01
2023-09-30	$1,775,211	11,899	+8.8%	Shares	Sole	2023-11-03
2023-06-30	$1,905,051	10,936	+5.9%	Shares	Sole	2023-08-01
2023-03-31	$1,703,933	10,330	+7.6%	Shares	Sole	2023-04-28
2022-12-31	$1,418,991	9,604	+10.2%	Shares	Sole	2023-01-30
2022-09-30	$1,175,605	8,714	-4.4%	Shares	Sole	2022-11-08
2022-06-30	$1,263,105	9,112	-7.2%	Shares	Sole	2022-08-10
2022-03-31	$1,835,779	9,817	+13.0%	Shares	Sole	2022-05-02
2021-12-31	$1,421,356	8,688	+12.2%	Shares	Sole	2022-01-25
2021-09-30	$1,297,184	7,743	+16.6%	Shares	Sole	2021-10-28
2021-06-30	$1,096,961	6,639	+10.7%	Shares	Sole	2021-07-26
2021-03-31	$848,498	5,999	+22.0%	Shares	Sole	2021-04-30
2020-12-31	$594,514	4,917	+5.0%	Shares	Sole	2021-02-11
2020-09-30	$469,571	4,684	-10.2%	Shares	Sole	2020-11-03
2020-06-30	$496,658	5,217	-10.3%	Shares	Sole	2020-07-30
2020-03-31	$498,078	5,818	—	Shares	Sole	2020-04-23
No filing history on record for this holder in this stock.