Commonwealth Financial Services, LLC

Position in AXP — American Express Co

CIK 1536755 VIENNA, WV

Position in AXP

as of Jun 30, 2026 · filed Jul 15, 2026 Compact

Position Value

$333,514

+$81,549 QoQ

Shares Held

986

+18.4% QoQ

Ownership

0.000%

of shares outstanding

% of Portfolio

0.12%

of 13F equity value

Holder Rank

#2,315

of 2,998 holders

Holding Since

Sep 2025

4 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Financial Services · as of Jun 30, 2026

Commonwealth Financial Services, LLC holds $3,124,306 across 5 Credit Services names. AXP ranks #3 (10.7% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	V	Visa Inc.	5,180	$1,777,206
2	MA	Mastercard Inc	1,369	$703,118
3	AXP	American Express Co This page	986	$333,514
4	COF	Capital One Financial Corp	1,049	$210,450
5	NAVI	Navient Corp	11,753	$100,018

4 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$333,514	986	+18.4%	Shares	Sole	2026-07-15
2026-03-31	$251,965	833	+19.0%	Shares	Sole	2026-05-07
2025-12-31	$258,965	700	+5.7%	Shares	Sole	2026-02-06
2025-09-30	$219,889	662	—	Shares	Sole	2025-10-21
No filing history on record for this holder in this stock.