Providence Capital Advisors, LLC

Position in AXP — American Express Co

CIK 1730814 CHARLOTTE, NC

Position in AXP

as of Jun 30, 2026 · filed Aug 11, 2026 Compact

Position Value

$361,927

+$38,274 QoQ

Shares Held

1,070

0.0% QoQ

Ownership

0.000%

of shares outstanding

% of Portfolio

0.06%

of 13F equity value

Holder Rank

#2,238

of 2,990 holders

Holding Since

Mar 2020

25 quarters on record

Voting authority Sole 100% Shared 0% None 0%

Financial Services · as of Jun 30, 2026

Providence Capital Advisors, LLC holds $1,083,630 across 6 Credit Services names. AXP ranks #2 (33.4% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	V	Visa Inc.	1,646	$564,726
2	AXP	American Express Co This page	1,070	$361,927
3	MA	Mastercard Inc	222	$114,019
4	OMF	OneMain Holdings, Inc.	500	$30,485
5	PYPL	PayPal Holdings, Inc.	200	$8,636
6	SOFI	SoFi Technologies, Inc.	214	$3,837

25 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$361,927	1,070	0.0%	Shares	Sole	2026-08-11
2026-03-31	$323,653	1,070	-3.0%	Shares	Sole	2026-05-14
2025-12-31	$408,054	1,103	0.0%	Shares	Sole	2026-02-12
2025-09-30	$366,372	1,103	0.0%	Shares	Sole	2025-11-06
2025-06-30	$351,834	1,103	+37.4%	Shares	Sole	2025-08-13
2025-03-31	$216,047	803	-15.3%	Shares	Sole	2025-05-13
2024-12-31	$281,356	948	+23.1%	Shares	Sole	2025-02-12
2024-09-30	$208,824	770	0.0%	Shares	Sole	2024-11-13
2024-06-30	$178,293	770	0.0%	Shares	Sole	2024-08-14
2024-03-31	$175,321	770	0.0%	Shares	Sole	2024-05-13
2023-12-31	$144,251	770	-2.4%	Shares	Sole	2024-02-14
2023-09-30	$117,710	789	+2.5%	Shares	Sole	2023-11-13
2023-06-30	$134,134	770	-44.1%	Shares	Sole	2023-08-10
2023-03-31	$227,136	1,377	0.0%	Shares	Sole	2023-05-17
2022-12-31	$203,451	1,377	0.0%	Shares	Sole	2023-02-07
2022-09-30	$185,771	1,377	0.0%	Shares	Sole	2022-11-09
2022-06-30	$190,879	1,377	0.0%	Shares	Sole	2022-08-09
2022-03-31	$257,499	1,377	0.0%	Shares	Sole	2022-05-12
2021-12-31	$225,277	1,377	0.0%	Shares	Sole	2022-02-11
2021-09-30	$230,688	1,377	0.0%	Shares	Sole	2021-11-09
2021-06-30	$227,521	1,377	+52.0%	Shares	Sole	2021-08-09
2021-03-31	$128,144	906	0.0%	Shares	Sole	2021-05-13
2020-12-31	$109,544	906	+3524.0%	Shares	Sole	2021-02-11
2020-06-30	$2,380	25	-80.0%	Shares	Sole	2020-08-04
2020-03-31	$10,701	125	—	Shares	Sole	2020-05-12
No filing history on record for this holder in this stock.