Dynamic Advisor Solutions LLC

Position in AXP — American Express Co

CIK 1599747 PHOENIX, AZ

Position in AXP

as of Jun 30, 2026 · filed Jul 7, 2026 Compact

Position Value

$6,159,532

+$998,014 QoQ

Shares Held

18,210

+6.7% QoQ

Ownership

0.003%

of shares outstanding

% of Portfolio

0.45%

of 13F equity value

Holder Rank

#732

of 2,990 holders

Holding Since

Sep 2020

24 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Financial Services · as of Jun 30, 2026

Dynamic Advisor Solutions LLC holds $25,487,301 across 5 Credit Services names. AXP ranks #2 (24.2% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	V	Visa Inc.	34,476	$11,828,370
2	AXP	American Express Co This page	18,210	$6,159,532
3	MA	Mastercard Inc	10,207	$5,242,315
4	COF	Capital One Financial Corp	10,234	$2,053,145
5	PYPL	PayPal Holdings, Inc.	4,723	$203,939

24 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$6,159,532	18,210	+6.7%	Shares	Sole	2026-07-07
2026-03-31	$5,161,518	17,064	+2.4%	Shares	Sole	2026-04-08
2025-12-31	$6,162,997	16,659	-1.4%	Shares	Sole	2026-01-09
2025-09-30	$5,611,178	16,893	+3.4%	Shares	Sole	2025-10-09
2025-06-30	$5,209,581	16,332	+1.1%	Shares	Sole	2025-07-09
2025-03-31	$4,347,040	16,157	+3.4%	Shares	Sole	2025-04-17
2024-12-31	$4,636,750	15,623	-5.8%	Shares	Sole	2025-01-21
2024-09-30	$4,495,953	16,578	+29.5%	Shares	Sole	2024-10-07
2024-06-30	$2,965,229	12,806	+0.1%	Shares	Sole	2024-07-15
2024-03-31	$2,912,838	12,793	+86.4%	Shares	Sole	2024-04-12
2023-12-31	$1,286,089	6,865	+58.2%	Shares	Sole	2024-01-10
2023-09-30	$647,335	4,339	+38.4%	Shares	Sole	2023-10-11
2023-06-30	$545,942	3,134	-1.9%	Shares	Sole	2023-08-03
2023-03-31	$526,850	3,194	+61.1%	Shares	Sole	2023-04-11
2022-12-31	$292,988	1,983	-17.7%	Shares	Sole	2023-01-13
2022-09-30	$325,133	2,410	-11.7%	Shares	Sole	2022-10-20
2022-06-30	$378,155	2,728	+6.3%	Shares	Sole	2022-07-27
2022-03-31	$480,029	2,567	-1.1%	Shares	Sole	2022-04-11
2021-12-31	$424,705	2,596	-79.2%	Shares	Sole	2022-01-26
2021-09-30	$2,091,109	12,482	-5.0%	Shares	Sole	2021-10-28
2021-06-30	$2,171,948	13,145	+15.6%	Shares	Sole	2021-08-10
2021-03-31	$1,608,314	11,371	+392.3%	Shares	Sole	2021-04-27
2020-12-31	$279,302	2,310	+12.2%	Shares	Sole	2021-02-03
2020-09-30	$206,314	2,058	—	Shares	Sole	2020-10-27
No filing history on record for this holder in this stock.