PERSONAL CFO SOLUTIONS, LLC

Position in AXP — American Express Co

CIK 1677501 CHESTER, NJ

Position in AXP

as of Jun 30, 2026 · filed Aug 7, 2026 Compact

Position Value

$3,544,860

+$331,918 QoQ

Shares Held

10,480

-1.3% QoQ

Ownership

0.002%

of shares outstanding

% of Portfolio

0.59%

of 13F equity value

Holder Rank

#936

of 2,990 holders

Holding Since

Mar 2020

26 quarters on record

Voting authority Sole 2% Shared 0% None 98%

Financial Services · as of Jun 30, 2026

PERSONAL CFO SOLUTIONS, LLC holds $12,354,599 across 6 Credit Services names. AXP ranks #2 (28.7% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	V	Visa Inc.	11,091	$3,805,211
2	AXP	American Express Co This page	10,480	$3,544,860
3	MA	Mastercard Inc	5,791	$2,974,257
4	COF	Capital One Financial Corp	6,407	$1,285,372
5	AFRM	Affirm Holdings, Inc.	5,706	$465,324
6	AGM	Federal Agricultural Mortgage Corp	1,403	$279,575

26 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$3,544,860	10,480	-1.3%	Shares	Sole	2026-08-07
2026-03-31	$3,212,942	10,622	+20.0%	Shares	Sole	2026-04-30
2025-12-31	$3,274,057	8,850	-4.9%	Shares	Defined	2026-01-22
2025-09-30	$3,089,752	9,302	-6.7%	Shares	Defined	2025-11-10
2025-06-30	$3,179,592	9,968	-9.9%	Shares	Defined	2025-08-12
2025-03-31	$2,975,693	11,060	-2.6%	Shares	Defined	2025-04-30
2024-12-31	$3,370,050	11,355	+4.8%	Shares	Defined	2025-02-07
2024-09-30	$2,938,723	10,836	-12.3%	Shares	Defined	2024-11-14
2024-06-30	$2,859,410	12,349	+5.2%	Shares	Defined	2024-08-09
2024-03-31	$2,672,169	11,736	-4.6%	Shares	Defined	2024-05-13
2023-12-31	$2,304,469	12,301	-22.9%	Shares	Defined	2024-02-13
2023-09-30	$2,381,072	15,960	+30.3%	Shares	Defined	2023-11-13
2023-06-30	$2,134,298	12,252	-5.3%	Shares	Defined	2023-08-10
2023-03-31	$2,133,133	12,932	+6.4%	Shares	Defined	2023-05-09
2022-12-31	$1,796,196	12,157	+65.6%	Shares	Defined	2023-02-14
2022-09-30	$990,644	7,343	+21.0%	Shares	Defined	2022-11-01
2022-06-30	$841,146	6,068	-23.4%	Shares	Defined	2022-08-05
2022-03-31	$1,481,601	7,923	-0.3%	Shares	Defined	2022-05-02
2021-12-31	$1,299,802	7,945	+55.5%	Shares	Defined	2022-02-11
2021-09-30	$855,743	5,108	-2.5%	Shares	Defined	2021-11-18
2021-06-30	$865,805	5,240	+1.5%	Shares	Defined	2021-07-22
2021-03-31	$730,254	5,163	+9.6%	Shares	Defined	2021-04-21
2020-12-31	$569,486	4,710	+37.1%	Shares	Defined	2021-02-09
2020-09-30	$344,459	3,436	+6.2%	Shares	Defined	2020-11-02
2020-06-30	$307,876	3,234	+22.6%	Shares	Defined	2020-08-03
2020-03-31	$225,839	2,638	—	Shares	Defined	2020-04-30
No filing history on record for this holder in this stock.