Waterloo Capital, L.P.

Position in AXP — American Express Co

CIK 1730942 Austin, TX

Position in AXP

as of Jun 30, 2026 · filed Jul 29, 2026 Compact

Position Value

$638,277

-$8,425 QoQ

Shares Held

1,887

-11.7% QoQ

Ownership

0.000%

of shares outstanding

% of Portfolio

0.08%

of 13F equity value

Holder Rank

#1,845

of 2,990 holders

Holding Since

Dec 2023

9 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Financial Services · as of Jun 30, 2026

Waterloo Capital, L.P. holds $8,686,860 across 4 Credit Services names. AXP ranks #3 (7.3% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	V	Visa Inc.	17,118	$5,873,014
2	MA	Mastercard Inc	3,009	$1,545,422
3	AXP	American Express Co This page	1,887	$638,277
4	COF	Capital One Financial Corp	3,141	$630,147

9 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$638,277	1,887	-11.7%	Shares	Sole	2026-07-29
2026-03-31	$646,702	2,138	-9.0%	Shares	Sole	2026-05-12
2025-12-31	$869,382	2,350	+59.9%	Shares	Sole	2026-02-10
2025-09-30	$488,275	1,470	-12.3%	Shares	Sole	2025-11-05
2025-06-30	$534,929	1,677	+64.9%	Shares	Sole	2025-08-12
2025-03-31	$273,623	1,017	-46.6%	Shares	Sole	2025-05-12
2024-12-31	$565,088	1,904	-4.3%	Shares	Sole	2025-02-13
2024-09-30	$539,416	1,989	+61.4%	Shares	Sole	2024-11-14
2023-12-31	$230,802	1,232	—	Shares	Sole	2024-02-13
No filing history on record for this holder in this stock.