Prospera Financial Services Inc

Position in AXP — American Express Co

CIK 1541625 Dallas, TX

Position in AXP

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

Position Value

$7,568,682

-$11,012,664 QoQ

Shares Held

22,376

-63.6% QoQ

Ownership

0.003%

of shares outstanding

% of Portfolio

0.18%

of 13F equity value

Holder Rank

#47

of 407 holders

Holding Since

Mar 2020

26 quarters on record

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

Financial Services · as of Jun 30, 2026

Prospera Financial Services Inc holds $65,982,056 across 13 Credit Services names. AXP ranks #3 (11.5% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	V	Visa Inc.	94,580	$32,449,452
2	MA	Mastercard Inc	25,789	$13,245,230
3	AXP	American Express Co This page	22,376	$7,568,682
4	COF	Capital One Financial Corp	25,349	$5,085,516
5	SOFI	SoFi Technologies, Inc.	96,191	$1,724,704
6	AFRM	Affirm Holdings, Inc.	17,575	$1,433,241
7	ALLY	Ally Financial Inc.	25,385	$1,166,440
8	BFH	Bread Financial Holdings, Inc.	8,101	$877,743

26 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$7,568,682	22,376	-63.6%	Shares	Sole	2026-07-15
2026-03-31	$18,581,346	61,430	-8.6%	Shares	Sole	2026-04-14
2025-12-31	$24,861,749	67,203	-2.2%	Shares	Sole	2026-02-09
2025-09-30	$22,830,353	68,733	+10.6%	Shares	Sole	2025-11-06
2025-06-30	$19,822,693	62,144	+8.8%	Shares	Sole	2025-08-06
2025-03-31	$15,362,485	57,099	+17.5%	Shares	Sole	2025-05-15
2024-12-31	$14,419,838	48,586	+721.1%	Shares	Sole	2025-02-13
2024-09-30	$1,604,690	5,917	-0.8%	Shares	Sole	2024-11-07
2024-06-30	$1,380,501	5,962	+7.6%	Shares	Sole	2024-08-13
2024-03-31	$1,261,630	5,541	+20.5%	Shares	Sole	2024-08-13
2023-12-31	$861,576	4,599	+22.6%	Shares	Sole	2024-02-14
2023-09-30	$559,462	3,750	-13.3%	Shares	Sole	2023-11-13
2023-06-30	$753,589	4,326	-15.3%	Shares	Sole	2023-08-08
2023-03-31	$842,234	5,106	+25.6%	Shares	Sole	2023-05-12
2022-12-31	$600,456	4,064	+1.6%	Shares	Sole	2023-02-08
2022-09-30	$539,505	3,999	+18.5%	Shares	Sole	2022-10-27
2022-06-30	$467,842	3,375	-26.7%	Shares	Sole	2022-08-08
2022-03-31	$861,509	4,607	+30.0%	Shares	Sole	2022-05-04
2021-12-31	$579,962	3,545	+0.3%	Shares	Sole	2022-02-10
2021-09-30	$591,883	3,533	-11.3%	Shares	Sole	2021-11-12
2021-06-30	$658,111	3,983	-8.1%	Shares	Sole	2021-08-16
2021-03-31	$613,142	4,335	-1.7%	Shares	Sole	2021-05-06
2020-12-31	$532,971	4,408	+11.5%	Shares	Sole	2021-02-12
2020-09-30	$396,188	3,952	+11.3%	Shares	Sole	2020-11-04
2020-06-30	$337,960	3,550	-1.6%	Shares	Sole	2020-08-10
2020-03-31	$308,795	3,607	—	Shares	Sole	2020-05-15
No filing history on record for this holder in this stock.