Regal Investment Advisors LLC

Position in AXP — American Express Co

CIK 1559789 KENTWOOD, MI

Position in AXP

as of Jun 30, 2026 · filed Aug 14, 2026 Compact

Position Value

$473,211

+$79,987 QoQ

Shares Held

1,399

+7.6% QoQ

Ownership

0.000%

of shares outstanding

% of Portfolio

0.06%

of 13F equity value

Holder Rank

#2,059

of 2,998 holders

Holding Since

Jun 2022

16 quarters on record

Voting authority Sole 0% Shared 2% None 98%

Financial Services · as of Jun 30, 2026

Regal Investment Advisors LLC holds $6,403,595 across 5 Credit Services names. AXP ranks #3 (7.4% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	V	Visa Inc.	9,825	$3,370,859
2	MA	Mastercard Inc	3,964	$2,035,910
3	AXP	American Express Co This page	1,399	$473,211
4	COF	Capital One Financial Corp	1,745	$350,081
5	WU	Western Union CO	22,537	$173,534

16 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$473,211	1,399	+7.6%	Shares	Sole	2026-08-14
2026-03-31	$393,224	1,300	-11.4%	Shares	Sole	2026-05-14
2025-12-31	$542,716	1,467	+4.0%	Shares	Sole	2026-02-17
2025-09-30	$468,345	1,410	+29.8%	Shares	Sole	2025-11-13
2025-06-30	$346,412	1,086	+10.8%	Shares	Sole	2025-08-11
2024-12-31	$290,854	980	-21.1%	Shares	Sole	2025-02-13
2024-09-30	$336,830	1,242	-24.3%	Shares	Sole	2024-11-12
2024-06-30	$379,973	1,641	+7.7%	Shares	Sole	2024-08-15
2024-03-31	$346,999	1,524	-11.8%	Shares	Sole	2024-05-15
2023-12-31	$323,723	1,728	-15.2%	Shares	Sole	2024-02-14
2023-09-30	$304,049	2,038	+33.6%	Shares	Sole	2023-11-13
2023-06-30	$265,829	1,526	+20.1%	Shares	Sole	2023-08-11
2023-03-31	$209,651	1,271	-6.4%	Shares	Sole	2023-05-11
2022-12-31	$200,644	1,358	-19.1%	Shares	Sole	2023-03-01
2022-09-30	$226,513	1,679	+9.9%	Shares	Sole	2022-11-15
2022-06-30	$211,811	1,528	—	Shares	Sole	2022-08-09
No filing history on record for this holder in this stock.