Sowell Financial Services LLC

Position in AXP — American Express Co

CIK 1633697 NORTH LITTLE ROCK, AR

Position in AXP

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

Position Value

$4,719,264

+$545,948 QoQ

Shares Held

13,952

+1.1% QoQ

Ownership

0.002%

of shares outstanding

% of Portfolio

0.29%

of 13F equity value

Holder Rank

#826

of 2,988 holders

Holding Since

Mar 2020

13 quarters on record

Voting authority Sole 100% Shared 0% None 0%

Financial Services · as of Jun 30, 2026

Sowell Financial Services LLC holds $40,485,620 across 7 Credit Services names. AXP ranks #3 (11.7% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	MA	Mastercard Inc	32,572	$16,728,979
2	V	Visa Inc.	42,782	$14,678,076
3	AXP	American Express Co This page	13,952	$4,719,264
4	COF	Capital One Financial Corp	13,127	$2,633,538
5	SYF	Synchrony Financial	9,998	$760,347
6	SOFI	SoFi Technologies, Inc.	42,378	$759,837
7	PYPL	PayPal Holdings, Inc.	4,761	$205,579

13 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$4,719,264	13,952	+1.1%	Shares	Sole	2026-07-20
2026-03-31	$4,173,316	13,797	+14.9%	Shares	Sole	2026-04-20
2025-12-31	$4,441,619	12,006	+13.2%	Shares	Sole	2026-01-21
2025-09-30	$3,522,224	10,604	-9.8%	Shares	Sole	2025-10-17
2025-06-30	$3,748,652	11,752	+41.8%	Shares	Sole	2025-07-14
2025-03-31	$2,229,079	8,285	-24.0%	Shares	Sole	2025-04-17
2023-06-30	$1,899,476	10,904	+105.7%	Shares	Sole	2023-08-14
2023-03-31	$874,564	5,302	+46.1%	Shares	Sole	2023-05-12
2021-03-31	$513,144	3,628	+1.1%	Shares	Sole	2021-05-07
2020-12-31	$433,825	3,588	-23.8%	Shares	Sole	2021-01-13
2020-09-30	$471,876	4,707	-12.8%	Shares	Sole	2020-11-12
2020-06-30	$513,794	5,397	-33.0%	Shares	Sole	2020-08-13
2020-03-31	$689,588	8,055	—	Shares	Sole	2020-05-12
No filing history on record for this holder in this stock.