IFP Advisors, Inc

Position in AXP — American Express Co

CIK 1641866 TAMPA, FL

Position in AXP

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

Position Value

$6,730,160

+$1,376,869 QoQ

Shares Held

19,897

+12.4% QoQ

Ownership

0.003%

of shares outstanding

% of Portfolio

0.28%

of 13F equity value

Holder Rank

#701

of 2,999 holders

Holding Since

Mar 2020

26 quarters on record

Voting authority Sole 100% Shared 0% None 0%

Financial Services · as of Jun 30, 2026

IFP Advisors, Inc holds $40,891,875 across 35 Credit Services names. AXP ranks #3 (16.5% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	V	Visa Inc.	46,449	$15,936,187
2	MA	Mastercard Inc	21,615	$11,101,464
3	AXP	American Express Co This page	19,897	$6,730,160
4	COF	Capital One Financial Corp	9,342	$1,874,192
5	PYPL	PayPal Holdings, Inc.	41,810	$1,805,355
6	SOFI	SoFi Technologies, Inc.	96,742	$1,734,584
7	AFRM	Affirm Holdings, Inc.	4,080	$332,724
8	FCFS	FirstCash Holdings, Inc.	1,430	$309,337

26 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$6,730,160	19,897	+12.4%	Shares	Sole	2026-07-20
2026-03-31	$5,353,291	17,698	+82.5%	Shares	Sole	2026-04-13
2025-12-31	$3,588,515	9,700	+61.1%	Shares	Sole	2026-02-06
2025-09-30	$2,000,267	6,022	-34.0%	Shares	Sole	2026-02-06
2025-06-30	$2,909,097	9,120	-15.2%	Shares	Sole	2025-07-24
2025-03-31	$2,894,978	10,760	+122.5%	Shares	Sole	2025-05-05
2024-12-31	$1,435,276	4,836	-39.5%	Shares	Sole	2025-02-04
2024-09-30	$2,167,430	7,992	+2.1%	Shares	Sole	2025-02-04
2024-06-30	$1,812,341	7,827	+138.1%	Shares	Sole	2024-07-30
2024-03-31	$748,417	3,287	+5.0%	Shares	Sole	2024-07-30
2023-12-31	$586,561	3,131	-31.1%	Shares	Sole	2024-01-09
2023-09-30	$677,770	4,543	-10.5%	Shares	Sole	2023-10-12
2023-06-30	$884,413	5,077	-4.4%	Shares	Sole	2023-08-04
2023-03-31	$875,884	5,310	-44.3%	Shares	Sole	2023-04-18
2022-12-31	$842	9,536	-12.0%	Shares	Sole	2023-02-07
2022-09-30	$1,461,614	10,834	+12.5%	Shares	Sole	2022-11-08
2022-06-30	$1,335,326	9,633	+55.4%	Shares	Sole	2022-09-06
2022-03-31	$1,159,400	6,200	+21.2%	Shares	Sole	2022-08-08
2021-12-31	$836,650	5,114	+3.4%	Shares	Sole	2022-01-12
2021-09-30	$828,603	4,946	+12.7%	Shares	Sole	2021-10-06
2021-06-30	$725,194	4,389	+8.5%	Shares	Sole	2021-07-13
2021-03-31	$572,266	4,046	+6.2%	Shares	Sole	2021-04-30
2020-12-31	$460,546	3,809	+2.9%	Shares	Sole	2021-01-25
2020-09-30	$371,225	3,703	-2.2%	Shares	Sole	2020-10-29
2020-06-30	$360,522	3,787	+7.4%	Shares	Sole	2020-08-05
2020-03-31	$301,860	3,526	—	Shares	Sole	2020-05-12
No filing history on record for this holder in this stock.