Sunbelt Securities, Inc.
Broker-DealerPosition in AXP — American Express Co
CIK 1632932
HOUSTON, TX
Position in AXP
as of Mar 31, 2026
· filed May 18, 2026
Position Value
$2,225,042
-$408,632 QoQ
Shares Held
7,356
+3.3% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.24%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Dec 2021
15 quarters on record
Voting authority
Sole 100.ToString("F0")%
Shared 0.ToString("F0")%
None 0.ToString("F0")%
Common Shares in AXP Over Time
Shares Held
Position Value (USD)
Position in Credit Services
Financial Services · as of Mar 31, 2026Sunbelt Securities, Inc. holds $14,000,788 across 17 Credit Services names. AXP ranks #3 (15.9% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | V |
Visa Inc.
|
24,629 | $7,443,868 | |
| 2 | MA |
Mastercard Inc
|
5,628 | $2,812,086 | |
| 3 | AXP |
American Express Co
This page
|
7,356 | $2,225,042 | |
| 4 | PYPL |
PayPal Holdings, Inc.
|
25,884 | $1,170,733 | |
| 5 | COF |
Capital One Financial Corp
|
1,441 | $262,881 | |
| 6 | OMF |
OneMain Holdings, Inc.
|
818 | $43,754 | |
| 7 | SOFI |
SoFi Technologies, Inc.
|
1,000 | $15,880 | |
| 8 | SYF |
Synchrony Financial
|
229 | $15,576 |
All Filings in AXP
Export CSV
15 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $2,225,042 | 7,356 | Shares | Sole | 2026-05-18 | |
| 2025-12-31 | $2,633,674 | 7,119 | Shares | Sole | 2026-02-20 | |
| 2025-09-30 | $2,352,689 | 7,083 | Shares | Sole | 2025-11-19 | |
| 2025-06-30 | $797,450 | 2,500 | Shares | Sole | 2025-08-14 | |
| 2025-03-31 | $664,015 | 2,468 | Shares | Sole | 2025-04-24 | |
| 2024-12-31 | $741,975 | 2,500 | Shares | Sole | 2025-02-18 | |
| 2024-09-30 | $614,539 | 2,266 | Shares | Sole | 2024-11-18 | |
| 2024-06-30 | $449,670 | 1,942 | Shares | Sole | 2024-08-16 | |
| 2024-03-31 | $442,401 | 1,943 | Shares | Sole | 2024-04-15 | |
| 2023-12-31 | $265,273 | 1,416 | Shares | Sole | 2024-02-15 | |
| 2023-09-30 | $249,594 | 1,673 | Shares | Sole | 2023-12-11 | |
| 2023-06-30 | $225,589 | 1,295 | Shares | Sole | 2023-08-16 | |
| 2023-03-31 | $195,795 | 1,187 | Shares | Sole | 2023-05-17 | |
| 2022-03-31 | $250,393 | 1,339 | Shares | Sole | 2022-05-16 | |
| 2021-12-31 | $247,363 | 1,512 | Shares | Sole | 2022-02-14 | |
| No filing history on record for this holder in this stock. | ||||||