TCI Wealth Advisors, Inc.

Position in AXP — American Express Co

CIK 1583751 Tucson, AZ

Position in AXP

as of Jun 30, 2026 · filed Jul 29, 2026 Compact

Position Value

$1,788,327

+$377,561 QoQ

Shares Held

5,287

+13.4% QoQ

Ownership

0.001%

of shares outstanding

% of Portfolio

0.70%

of 13F equity value

Holder Rank

#1,240

of 2,990 holders

Holding Since

Mar 2020

26 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Financial Services · as of Jun 30, 2026

TCI Wealth Advisors, Inc. holds $6,068,579 across 5 Credit Services names. AXP ranks #2 (29.5% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	UPST	Upstart Holdings, Inc.	52,706	$1,867,373
2	AXP	American Express Co This page	5,287	$1,788,327
3	V	Visa Inc.	3,688	$1,265,315
4	MA	Mastercard Inc	1,400	$719,040
5	COF	Capital One Financial Corp	2,136	$428,524

26 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$1,788,327	5,287	+13.4%	Shares	Sole	2026-07-29
2026-03-31	$1,410,766	4,664	-1.1%	Shares	Sole	2026-04-27
2025-12-31	$1,743,944	4,714	-0.4%	Shares	Sole	2026-02-02
2025-09-30	$1,571,448	4,731	+1.2%	Shares	Sole	2025-10-14
2025-06-30	$1,490,593	4,673	+0.9%	Shares	Sole	2025-07-16
2025-03-31	$1,245,701	4,630	+0.1%	Shares	Sole	2025-04-21
2024-12-31	$1,373,247	4,627	+0.3%	Shares	Sole	2025-01-23
2024-09-30	$1,251,045	4,613	+1.5%	Shares	Sole	2024-10-24
2024-06-30	$1,052,163	4,544	-2.0%	Shares	Sole	2024-07-30
2024-03-31	$1,055,798	4,637	-1.0%	Shares	Sole	2024-05-07
2023-12-31	$877,875	4,686	-9.2%	Shares	Sole	2024-02-06
2023-09-30	$769,969	5,161	-3.8%	Shares	Sole	2023-10-31
2023-06-30	$934,931	5,367	+6.3%	Shares	Sole	2023-08-04
2023-03-31	$832,667	5,048	+11.1%	Shares	Sole	2023-05-03
2022-12-31	$671,523	4,545	-1.3%	Shares	Sole	2023-02-07
2022-09-30	$621,260	4,605	-0.5%	Shares	Sole	2022-11-08
2022-06-30	$641,256	4,626	-0.2%	Shares	Sole	2022-07-19
2022-03-31	$866,745	4,635	+3.7%	Shares	Sole	2022-04-29
2021-12-31	$731,292	4,470	-1.3%	Shares	Sole	2022-01-24
2021-09-30	$758,910	4,530	+0.7%	Shares	Sole	2021-10-29
2021-06-30	$743,369	4,499	-3.1%	Shares	Sole	2021-08-02
2021-03-31	$656,423	4,641	-3.6%	Shares	Sole	2021-04-29
2020-12-31	$582,181	4,815	+9.1%	Shares	Sole	2021-01-21
2020-09-30	$442,303	4,412	-0.9%	Shares	Sole	2020-10-20
2020-06-30	$423,830	4,452	+4.8%	Shares	Sole	2020-07-20
2020-03-31	$363,842	4,250	—	Shares	Sole	2020-04-14
No filing history on record for this holder in this stock.