First Affirmative Financial Network

Position in AXP — American Express Co

CIK 1656282 COLORADO SPRINGS, CO

Position in AXP

as of Mar 31, 2026 · filed May 11, 2026 Compact

Position Value

$1,923,167

+$331,457 QoQ

Shares Held

6,358

+32.7% QoQ

Ownership

0.001%

of shares outstanding

% of Portfolio

0.99%

of 13F equity value

Holder Rank

—

not a current holder

Holding Since

Sep 2021

18 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Financial Services · as of Mar 31, 2026

First Affirmative Financial Network holds $7,351,618 across 4 Credit Services names. AXP ranks #3 (26.2% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	MA	Mastercard Inc	5,538	$2,767,117
2	V	Visa Inc.	7,836	$2,368,352
3	AXP	American Express Co This page	6,358	$1,923,167
4	COF	Capital One Financial Corp	1,606	$292,982

18 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-03-31	$1,923,167	6,358	+32.7%	Shares	Sole	2026-05-11
2025-09-30	$1,591,710	4,792	+2.6%	Shares	Sole	2025-11-20
2025-06-30	$1,489,955	4,671	+10.1%	Shares	Sole	2025-11-20
2025-03-31	$1,141,848	4,244	+5.7%	Shares	Sole	2025-04-11
2024-12-31	$1,191,611	4,015	+0.7%	Shares	Sole	2025-01-23
2024-09-30	$1,081,274	3,987	-7.5%	Shares	Sole	2024-10-10
2024-06-30	$998,443	4,312	-3.9%	Shares	Sole	2024-07-10
2024-03-31	$1,021,872	4,488	-0.4%	Shares	Sole	2024-04-11
2023-12-31	$843,779	4,504	+4.5%	Shares	Sole	2024-01-08
2023-09-30	$643,158	4,311	+7.1%	Shares	Sole	2023-10-16
2023-06-30	$701,329	4,026	+11.0%	Shares	Sole	2023-07-10
2023-03-31	$598,273	3,627	+4.2%	Shares	Sole	2023-04-11
2022-12-31	$514,317	3,481	-1.4%	Shares	Sole	2023-01-23
2022-09-30	$476,502	3,532	-8.5%	Shares	Sole	2022-10-20
2022-06-30	$535,211	3,861	-2.5%	Shares	Sole	2022-07-13
2022-03-31	$740,146	3,958	-5.8%	Shares	Sole	2022-04-12
2021-12-31	$687,120	4,200	+2.5%	Shares	Sole	2022-02-15
2021-09-30	$686,370	4,097	—	Shares	Sole	2021-10-26
No filing history on record for this holder in this stock.