Mutual Advisors, LLC

Position in AXP — American Express Co

CIK 1694080 OMAHA, NE

Position in AXP

as of Jun 30, 2026 · filed Aug 14, 2026 Compact

Position Value

$2,817,622

+$480,057 QoQ

Shares Held

8,330

+7.8% QoQ

Ownership

0.001%

of shares outstanding

% of Portfolio

0.11%

of 13F equity value

Holder Rank

#1,042

of 2,990 holders

Holding Since

Mar 2020

26 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Financial Services · as of Jun 30, 2026

Mutual Advisors, LLC holds $22,001,485 across 7 Credit Services names. AXP ranks #2 (12.8% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	V	Visa Inc.	43,732	$15,004,011
2	AXP	American Express Co This page	8,330	$2,817,622
3	MA	Mastercard Inc	5,199	$2,670,206
4	PYPL	PayPal Holdings, Inc.	15,839	$683,928
5	COF	Capital One Financial Corp	2,027	$406,656
6	SOFI	SoFi Technologies, Inc.	13,829	$247,953
7	WU	Western Union CO	22,222	$171,109

26 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$2,817,622	8,330	+7.8%	Shares	Sole	2026-08-14
2026-03-31	$2,337,565	7,728	+0.2%	Shares	Sole	2026-05-04
2025-12-31	$2,852,314	7,710	+4.9%	Shares	Sole	2026-02-02
2025-09-30	$2,441,376	7,350	-0.8%	Shares	Sole	2025-11-04
2025-06-30	$2,363,322	7,409	+12.2%	Shares	Sole	2025-07-28
2025-03-31	$1,777,075	6,605	-20.0%	Shares	Sole	2025-04-28
2024-12-31	$2,451,188	8,259	+5.2%	Shares	Sole	2025-01-17
2024-09-30	$2,128,648	7,849	+11.3%	Shares	Sole	2024-10-25
2024-06-30	$1,633,585	7,055	+0.9%	Shares	Sole	2024-07-30
2024-03-31	$1,592,691	6,995	+15.7%	Shares	Sole	2024-05-02
2023-12-31	$1,132,657	6,046	-13.2%	Shares	Sole	2024-01-12
2023-09-30	$1,039,406	6,967	+8.7%	Shares	Sole	2023-11-13
2023-06-30	$1,116,447	6,409	+4.8%	Shares	Sole	2023-07-31
2023-03-31	$1,008,339	6,113	+7.9%	Shares	Sole	2023-04-11
2022-12-31	$837,299	5,667	-17.9%	Shares	Sole	2023-01-12
2022-09-30	$931,013	6,901	+11.6%	Shares	Sole	2022-11-03
2022-06-30	$856,810	6,181	-15.5%	Shares	Sole	2022-08-15
2022-03-31	$1,368,653	7,319	-2.3%	Shares	Sole	2022-05-09
2021-12-31	$1,225,854	7,493	+3.3%	Shares	Sole	2022-02-14
2021-09-30	$1,214,760	7,251	-0.2%	Shares	Sole	2021-11-15
2021-06-30	$1,200,891	7,268	+1.7%	Shares	Sole	2021-08-12
2021-03-31	$1,010,305	7,143	-20.7%	Shares	Sole	2021-05-13
2020-12-31	$1,088,552	9,003	+20.7%	Shares	Sole	2021-02-11
2020-09-30	$747,965	7,461	+7.2%	Shares	Sole	2020-11-13
2020-06-30	$662,306	6,957	-17.1%	Shares	Sole	2020-08-05
2020-03-31	$718,353	8,391	—	Shares	Sole	2020-05-13
No filing history on record for this holder in this stock.