Legacy Financial Advisors, Inc.

Position in AXP — American Express Co

CIK 1730810 COVINGTON, KY

Position in AXP

as of Jun 30, 2026 · filed Aug 5, 2026 Compact

Position Value

$965,703

+$5,934 QoQ

Shares Held

2,855

-10.0% QoQ

Ownership

0.000%

of shares outstanding

% of Portfolio

0.21%

of 13F equity value

Holder Rank

#1,580

of 2,990 holders

Holding Since

Jun 2021

18 quarters on record

Voting authority Sole 100% Shared 0% None 0%

Financial Services · as of Jun 30, 2026

Legacy Financial Advisors, Inc. holds $11,374,347 across 6 Credit Services names. AXP ranks #5 (8.5% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	V	Visa Inc.	13,732	$4,711,311
2	MA	Mastercard Inc	3,920	$2,013,312
3	COF	Capital One Financial Corp	9,323	$1,870,380
4	ALLY	Ally Financial Inc.	25,339	$1,164,327
5	AXP	American Express Co This page	2,855	$965,703
6	SYF	Synchrony Financial	8,538	$649,314

18 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$965,703	2,855	-10.0%	Shares	Sole	2026-08-05
2026-03-31	$959,769	3,173	+17.9%	Shares	Sole	2026-04-30
2025-12-31	$995,905	2,692	-8.8%	Shares	Sole	2026-02-04
2025-09-30	$980,536	2,952	-9.4%	Shares	Sole	2025-11-10
2025-06-30	$1,039,874	3,260	+8.2%	Shares	Sole	2025-08-07
2025-03-31	$810,378	3,012	-2.3%	Shares	Sole	2025-05-14
2024-12-31	$915,300	3,084	+11.5%	Shares	Sole	2025-02-13
2024-09-30	$749,868	2,765	+4.2%	Shares	Sole	2024-11-14
2024-06-30	$614,533	2,654	+7.6%	Shares	Sole	2024-08-13
2024-03-31	$561,483	2,466	+5.3%	Shares	Sole	2024-05-14
2023-12-31	$438,750	2,342	+7.1%	Shares	Sole	2024-02-13
2023-09-30	$326,129	2,186	-0.1%	Shares	Sole	2023-11-13
2023-06-30	$381,149	2,188	+8.2%	Shares	Sole	2023-08-08
2023-03-31	$333,693	2,023	+13.9%	Shares	Sole	2023-05-03
2022-12-31	$262,404	1,776	+18.5%	Shares	Sole	2023-02-06
2022-09-30	$202,230	1,499	+2.5%	Shares	Sole	2022-11-09
2022-03-31	$273,581	1,463	+20.4%	Shares	Sole	2022-05-04
2021-06-30	$200,754	1,215	—	Shares	Sole	2021-07-21
No filing history on record for this holder in this stock.