Transamerica Financial Advisors, LLC
Position in AXP — American Express Co
CIK 1502149
CEDAR RAPIDS, IA
Position in AXP
as of Mar 31, 2026
· filed May 15, 2026
Position Value
$336,962
+$146,808 QoQ
Shares Held
1,114
+116.7% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.06%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Jun 2020
9 quarters on record
Voting authority
Sole 0.ToString("F0")%
Shared 0.ToString("F0")%
None 100.ToString("F0")%
Common Shares in AXP Over Time
Shares Held
Position Value (USD)
Position in Credit Services
Financial Services · as of Mar 31, 2026Transamerica Financial Advisors, LLC holds $7,427,880 across 20 Credit Services names. AXP ranks #3 (4.5% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | V |
Visa Inc.
|
18,493 | $5,589,324 | |
| 2 | MA |
Mastercard Inc
|
1,879 | $938,861 | |
| 3 | AXP |
American Express Co
This page
|
1,114 | $336,962 | |
| 4 | COF |
Capital One Financial Corp
|
1,416 | $258,320 | |
| 5 | PYPL |
PayPal Holdings, Inc.
|
5,014 | $226,783 | |
| 6 | AFRM |
Affirm Holdings, Inc.
|
651 | $29,828 | |
| 7 | ENVA |
Enova International, Inc.
|
107 | $14,533 | |
| 8 | ALLY |
Ally Financial Inc.
|
250 | $9,807 |
All Filings in AXP
Export CSV
9 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $336,962 | 1,114 | Shares | Sole | 2026-05-15 | |
| 2025-12-31 | $190,154 | 514 | Shares | Sole | 2026-02-13 | |
| 2025-09-30 | $87,025 | 262 | Shares | Sole | 2025-11-14 | |
| 2025-06-30 | $956 | 3 | Shares | Sole | 2025-08-14 | |
| 2025-03-31 | $807 | 3 | Shares | Sole | 2025-05-14 | |
| 2024-12-31 | $890 | 3 | Shares | Sole | 2025-02-12 | |
| 2024-09-30 | $1,356 | 5 | Shares | Sole | 2024-11-13 | |
| 2024-03-31 | $5,236 | 23 | Shares | Sole | 2024-05-15 | |
| 2020-06-30 | $1,523 | 16 | Shares | Sole | 2020-08-13 | |
| No filing history on record for this holder in this stock. | ||||||