Merit Financial Group, LLC

Position in AXP — American Express Co

CIK 1621225 ALPHARETTA, GA

Position in AXP

as of Jun 30, 2026 · filed Jul 20, 2026 Compact

Position Value

$15,993,808

+$1,797,518 QoQ

Shares Held

47,284

+0.7% QoQ

Ownership

0.007%

of shares outstanding

% of Portfolio

0.29%

of 13F equity value

Holder Rank

#105

of 1,247 holders

Holding Since

Mar 2020

26 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Financial Services · as of Jun 30, 2026

Merit Financial Group, LLC holds $89,279,549 across 22 Credit Services names. AXP ranks #3 (17.9% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	V	Visa Inc.	96,047	$32,952,758
2	MA	Mastercard Inc	33,960	$17,441,851
3	AXP	American Express Co This page	47,284	$15,993,808
4	COF	Capital One Financial Corp	36,135	$7,249,398
5	PYPL	PayPal Holdings, Inc.	114,587	$4,947,862
6	SYF	Synchrony Financial	34,429	$2,618,322
7	OMF	OneMain Holdings, Inc.	22,029	$1,343,103
8	ALLY	Ally Financial Inc.	25,432	$1,168,597

26 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$15,993,808	47,284	+0.7%	Shares	Other	2026-07-20
2026-03-31	$14,196,290	46,933	+8.5%	Shares	Other	2026-04-15
2025-12-31	$16,008,102	43,271	+15.6%	Shares	Other	2026-01-26
2025-09-30	$12,433,410	37,432	+0.1%	Shares	Other	2025-11-07
2025-06-30	$11,928,895	37,397	+79.7%	Shares	Sole	2025-07-22
2025-03-31	$5,600,544	20,816	+15.7%	Shares	Sole	2025-04-09
2024-12-31	$5,341,329	17,997	+27.4%	Shares	Sole	2025-01-15
2024-09-30	$3,829,886	14,122	+3.8%	Shares	Sole	2024-10-17
2024-06-30	$3,150,469	13,606	+12.1%	Shares	Sole	2024-08-13
2024-03-31	$2,762,335	12,132	+99.9%	Shares	Sole	2024-05-06
2023-12-31	$1,136,779	6,068	-27.0%	Shares	Sole	2024-02-06
2023-09-30	$1,239,470	8,308	-6.1%	Shares	Sole	2023-11-07
2023-06-30	$1,541,495	8,849	+16.5%	Shares	Sole	2023-08-01
2023-03-31	$1,252,630	7,594	-1.8%	Shares	Sole	2023-04-24
2022-12-31	$1,142,403	7,732	+6.8%	Shares	Sole	2023-01-13
2022-09-30	$976,883	7,241	+0.4%	Shares	Sole	2022-10-31
2022-06-30	$999,866	7,213	+272.0%	Shares	Sole	2022-08-08
2022-03-31	$362,593	1,939	+11.1%	Shares	Sole	2022-05-13
2021-12-31	$285,645	1,746	-11.7%	Shares	Sole	2022-02-14
2021-09-30	$331,206	1,977	+11.3%	Shares	Sole	2021-10-27
2021-06-30	$293,613	1,777	-9.7%	Shares	Sole	2021-08-16
2021-03-31	$278,212	1,967	-9.2%	Shares	Sole	2021-05-18
2020-12-31	$262,011	2,167	0.0%	Shares	Sole	2021-02-12
2020-09-30	$217,241	2,167	-5.5%	Shares	Sole	2020-11-10
2020-06-30	$218,198	2,292	-11.9%	Shares	Sole	2020-08-13
2020-03-31	$222,671	2,601	—	Shares	Sole	2020-05-05
No filing history on record for this holder in this stock.