West Family Investments, Inc.

Position in AXP — American Express Co

CIK 1568303 CARLSBAD, CA

Position in AXP

as of Jun 30, 2026 · filed Aug 10, 2026 Compact

Position Value

$510,419

+$66,076 QoQ

Shares Held

1,509

+2.7% QoQ

Ownership

0.000%

of shares outstanding

% of Portfolio

0.16%

of 13F equity value

Holder Rank

#2,015

of 2,998 holders

Holding Since

Jun 2021

18 quarters on record

Voting authority Sole 100% Shared 0% None 0%

Financial Services · as of Jun 30, 2026

West Family Investments, Inc. holds $5,468,599 across 5 Credit Services names. AXP ranks #4 (9.3% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	V	Visa Inc.	6,337	$2,174,161
2	MA	Mastercard Inc	2,951	$1,515,633
3	COF	Capital One Financial Corp	4,181	$838,792
4	AXP	American Express Co This page	1,509	$510,419
5	OMF	OneMain Holdings, Inc.	7,046	$429,594

18 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$510,419	1,509	+2.7%	Shares	Sole	2026-08-10
2026-03-31	$444,343	1,469	-30.2%	Shares	Sole	2026-05-07
2025-12-31	$778,374	2,104	-11.0%	Shares	Sole	2026-02-11
2025-09-30	$784,894	2,363	+1.0%	Shares	Sole	2025-11-12
2025-06-30	$746,094	2,339	+30.2%	Shares	Sole	2025-08-13
2025-03-31	$483,213	1,796	-1.2%	Shares	Sole	2025-05-02
2024-12-31	$539,564	1,818	-1.3%	Shares	Sole	2025-02-07
2024-09-30	$499,550	1,842	+62.6%	Shares	Sole	2024-11-08
2024-06-30	$262,346	1,133	-0.2%	Shares	Sole	2024-08-05
2024-03-31	$258,428	1,135	-25.8%	Shares	Sole	2024-05-13
2023-09-30	$228,260	1,530	+0.8%	Shares	Sole	2023-11-02
2023-06-30	$264,435	1,518	0.0%	Shares	Sole	2023-08-16
2022-12-31	$224,284	1,518	-14.0%	Shares	Sole	2023-02-08
2022-06-30	$244,664	1,765	+0.7%	Shares	Sole	2022-08-12
2022-03-31	$327,811	1,753	0.0%	Shares	Sole	2022-05-13
2021-12-31	$286,790	1,753	-19.6%	Shares	Sole	2022-02-15
2021-09-30	$365,215	2,180	+16.9%	Shares	Sole	2022-02-15
2021-06-30	$308,153	1,865	—	Shares	Sole	2022-02-15
No filing history on record for this holder in this stock.