SUMMIT SECURITIES GROUP LLC

Broker-Dealer

Position in AXP — American Express Co

CIK 1531593 NEW YORK, NY

Back to AXP Full portfolio

Position in AXP

as of Jun 30, 2026 · filed Aug 3, 2026 Compact

Position Value

$59,870

-$308,550 QoQ

Shares Held

177

-85.5% QoQ

Ownership

0.000%

of shares outstanding

% of Portfolio

0.01%

of 13F equity value

Holder Rank

#2,821

of 2,990 holders

Holding Since

Dec 2020

17 quarters on record

Voting authority Sole 100% Shared 0% None 0%

Common Shares in AXP Over Time

Shares Held

Position Value (USD)

Derivatives in AXP

reported options exposure · as of Dec 31, 2023

CallValue

$37,468

CallShares

200

PutValue

$131,138

PutShares

700

Notional value of option positions as reported on Form 13F. Calls and puts are disclosed separately and do not net against the common-share stake above.

Position in Credit Services

Financial Services · as of Jun 30, 2026

SUMMIT SECURITIES GROUP LLC holds $236,197 across 7 Credit Services names. AXP ranks #2 (25.3% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	MA	Mastercard Inc	188	$96,556
2	AXP	American Express Co This page	177	$59,870
3	COF	Capital One Financial Corp	144	$28,889
4	UPST	Upstart Holdings, Inc.	743	$26,324
5	SEZL	Sezzle Inc.	104	$17,849
6	SYF	Synchrony Financial	78	$5,931
7	SLM	SLM Corp	30	$778

All Filings in AXP

Export CSV

20 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$59,870	177	-85.5%	Shares	Sole	2026-08-03
2026-03-31	$368,420	1,218	-28.4%	Shares	Sole	2026-04-30
2025-12-31	$628,915	1,700	+205.8%	Shares	Sole	2026-02-17
2025-09-30	$184,680	556	+1444.4%	Shares	Sole	2025-11-13
2025-06-30	$11,483	36	-94.9%	Shares	Sole	2025-08-12
2023-12-31	$37,468	200	+100.0%	Call	Sole	2024-02-14
2023-12-31	$131,138	700	+600.0%	Put	Sole	2024-02-14
2023-09-30	$104,433	700	-34.3%	Shares	Sole	2023-11-13
2023-06-30	$185,697	1,066	-56.2%	Shares	Sole	2023-08-14
2022-12-31	$359,771	2,435	-61.3%	Shares	Sole	2023-02-13
2022-09-30	$848,448	6,289	+7.4%	Shares	Sole	2022-11-02
2022-06-30	$811,758	5,856	+432.4%	Shares	Sole	2022-08-02
2022-03-31	$205,700	1,100	-73.8%	Shares	Sole	2022-05-11
2021-12-31	$16,360	100	—	Put	Sole	2022-01-18
2021-12-31	$687,120	4,200	-67.4%	Shares	Sole	2022-01-18
2021-12-31	$16,360	100	—	Call	Sole	2022-01-18
2021-09-30	$2,158,288	12,883	-4.6%	Shares	Sole	2021-10-20
2021-06-30	$2,231,596	13,506	+125.1%	Shares	Sole	2021-07-19
2021-03-31	$848,640	6,000	+185.7%	Shares	Sole	2021-04-14
2020-12-31	$253,911	2,100	—	Shares	Sole	2021-02-25
No filing history on record for this holder in this stock.