Pacific Center for Financial Services
Position in AXP — American Express Co
CIK 1698222
SAN RAMON, CA
Position in AXP
as of Jun 30, 2026
· filed Aug 5, 2026
Position Value
$123,461
+$13,056 QoQ
Shares Held
365
0.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.08%
of 13F equity value
Holder Rank
#2,762
of 2,990 holders
Holding Since
Mar 2020
25 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in AXP Over Time
Shares Held
Position Value (USD)
Position in Credit Services
Financial Services · as of Jun 30, 2026Pacific Center for Financial Services holds $1,576,200 across 5 Credit Services names. AXP ranks #2 (7.8% of the industry book) .
All Filings in AXP
Export CSV
25 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $123,461 | 365 | Shares | Sole | 2026-08-05 | |
| 2026-03-31 | $110,405 | 365 | Shares | Sole | 2026-05-12 | |
| 2025-12-31 | $122,453 | 331 | Shares | Sole | 2026-02-17 | |
| 2025-09-30 | $109,944 | 331 | Shares | Sole | 2025-11-13 | |
| 2025-06-30 | $105,582 | 331 | Shares | Sole | 2025-08-18 | |
| 2025-03-31 | $89,055 | 331 | Shares | Sole | 2025-05-15 | |
| 2024-12-31 | $109,812 | 370 | Shares | Sole | 2025-02-18 | |
| 2024-09-30 | $122,040 | 450 | Shares | Sole | 2024-11-15 | |
| 2024-06-30 | $104,197 | 450 | Shares | Sole | 2024-08-15 | |
| 2024-03-31 | $102,460 | 450 | Shares | Sole | 2024-05-20 | |
| 2023-12-31 | $84,303 | 450 | Shares | Sole | 2024-02-20 | |
| 2023-09-30 | $67,135 | 450 | Shares | Sole | 2023-11-15 | |
| 2023-06-30 | $78,390 | 450 | Shares | Sole | 2023-08-10 | |
| 2023-03-31 | $74,227 | 450 | Shares | Sole | 2023-05-16 | |
| 2022-09-30 | $60,709 | 450 | Shares | Sole | 2022-11-14 | |
| 2022-06-30 | $62,379 | 450 | Shares | Sole | 2022-08-12 | |
| 2022-03-31 | $84,150 | 450 | Shares | Sole | 2022-05-10 | |
| 2021-12-31 | $76,237 | 466 | Shares | Sole | 2022-02-14 | |
| 2021-09-30 | $78,068 | 466 | Shares | Sole | 2021-11-15 | |
| 2021-06-30 | $76,997 | 466 | Shares | Sole | 2021-08-16 | |
| 2021-03-31 | $65,911 | 466 | Shares | Sole | 2021-05-17 | |
| 2020-12-31 | $56,344 | 466 | Shares | Sole | 2021-02-18 | |
| 2020-09-30 | $47,618 | 475 | Shares | Sole | 2020-11-03 | |
| 2020-06-30 | $45,220 | 475 | Shares | Sole | 2020-08-06 | |
| 2020-03-31 | $40,664 | 475 | Shares | Sole | 2020-05-15 | |
| No filing history on record for this holder in this stock. | ||||||