Atria Investments, Inc

Position in AXP — American Express Co

CIK 1535865 Charlotte, NC

Position in AXP

as of Mar 31, 2026 · filed May 5, 2026 Compact

Position Value

$14,690,243

-$3,132,468 QoQ

Shares Held

48,566

+0.8% QoQ

Ownership

0.007%

of shares outstanding

% of Portfolio

0.31%

of 13F equity value

Holder Rank

—

not a current holder

Holding Since

Mar 2020

25 quarters on record

Voting authority Sole 0.ToString("F0")% Shared 0.ToString("F0")% None 100.ToString("F0")%

Financial Services · as of Mar 31, 2026

Atria Investments, Inc holds $103,080,733 across 13 Credit Services names. AXP ranks #3 (14.3% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	V	Visa Inc.	146,800	$44,368,832
2	MA	Mastercard Inc	54,075	$27,019,114
3	AXP	American Express Co This page	48,566	$14,690,243
4	COF	Capital One Financial Corp	48,636	$8,872,665
5	OMF	OneMain Holdings, Inc.	49,043	$2,623,310
6	PYPL	PayPal Holdings, Inc.	40,780	$1,844,479
7	FCFS	FirstCash Holdings, Inc.	4,797	$901,836
8	CACC	Credit Acceptance Corp	1,934	$818,971

25 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-03-31	$14,690,243	48,566	+0.8%	Shares	Sole	2026-05-05
2025-12-31	$17,822,711	48,176	-3.3%	Shares	Sole	2026-02-05
2025-09-30	$16,539,907	49,795	+1.8%	Shares	Sole	2025-11-06
2025-06-30	$15,608,648	48,933	-8.3%	Shares	Sole	2025-08-04
2025-03-31	$14,349,243	53,333	+6.5%	Shares	Sole	2025-05-06
2024-12-31	$14,864,727	50,085	+2.2%	Shares	Sole	2025-02-06
2024-09-30	$13,294,495	49,021	+3.0%	Shares	Sole	2024-11-01
2024-06-30	$11,022,937	47,605	-9.0%	Shares	Sole	2024-08-13
2024-03-31	$11,912,057	52,317	+6.3%	Shares	Sole	2024-05-21
2023-12-31	$9,222,935	49,231	+0.6%	Shares	Sole	2024-02-14
2023-09-30	$7,300,015	48,931	+26.0%	Shares	Sole	2023-11-07
2023-06-30	$6,766,973	38,846	-1.2%	Shares	Sole	2023-08-04
2023-03-31	$6,485,669	39,319	-10.6%	Shares	Sole	2023-05-10
2022-12-31	$6,495,237	43,961	+18.7%	Shares	Sole	2023-01-31
2022-09-30	$4,997,471	37,043	+8.4%	Shares	Sole	2022-11-01
2022-06-30	$4,739,001	34,187	-2.4%	Shares	Sole	2022-08-11
2022-03-31	$6,551,171	35,033	+1.7%	Shares	Sole	2022-05-02
2021-12-31	$5,632,911	34,431	+3.1%	Shares	Sole	2022-02-04
2021-09-30	$5,595,502	33,400	-1.7%	Shares	Sole	2021-11-16
2021-06-30	$5,612,697	33,969	+5.8%	Shares	Sole	2021-08-10
2021-03-31	$4,542,062	32,113	+14.5%	Shares	Sole	2021-05-11
2020-12-31	$3,391,767	28,052	-17.8%	Shares	Sole	2021-02-12
2020-09-30	$3,419,126	34,106	+13.7%	Shares	Sole	2020-11-05
2020-06-30	$2,855,428	29,994	+11.3%	Shares	Sole	2020-09-22
2020-03-31	$2,306,333	26,940	—	Shares	Sole	2020-05-15
No filing history on record for this holder in this stock.