Centerpoint Advisors, LLC

Position in AXP — American Express Co

CIK 1733788 NEEDHAM, MA

Position in AXP

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

Position Value

$1,268,775

+$134,173 QoQ

Shares Held

3,751

0.0% QoQ

Ownership

0.001%

of shares outstanding

% of Portfolio

1.48%

of 13F equity value

Holder Rank

#1,452

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

Centerpoint Advisors, LLC holds $3,428,607 across 6 Credit Services names. AXP ranks #2 (37.0% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	V	Visa Inc.	4,463	$1,531,210
2	AXP	American Express Co This page	3,751	$1,268,775
3	MA	Mastercard Inc	1,160	$595,776
4	FCFS	FirstCash Holdings, Inc.	83	$17,954
5	COF	Capital One Financial Corp	72	$14,444
6	SOFI	SoFi Technologies, Inc.	25	$448

26 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$1,268,775	3,751	0.0%	Shares	Sole	2026-08-05
2026-03-31	$1,134,602	3,751	-3.1%	Shares	Sole	2026-05-07
2025-12-31	$1,432,076	3,871	0.0%	Shares	Sole	2026-02-13
2025-09-30	$1,285,791	3,871	+0.8%	Shares	Sole	2025-11-06
2025-06-30	$1,225,202	3,841	0.0%	Shares	Sole	2025-08-01
2025-03-31	$1,033,421	3,841	-0.3%	Shares	Sole	2025-05-13
2024-12-31	$1,142,938	3,851	-3.0%	Shares	Sole	2025-01-31
2024-09-30	$1,076,664	3,970	0.0%	Shares	Sole	2024-10-15
2024-06-30	$919,253	3,970	-0.4%	Shares	Sole	2024-07-30
2024-03-31	$907,800	3,987	+1.9%	Shares	Sole	2024-05-02
2023-12-31	$732,874	3,912	-2.0%	Shares	Sole	2024-01-16
2023-09-30	$595,715	3,993	0.0%	Shares	Sole	2023-11-01
2023-06-30	$695,580	3,993	0.0%	Shares	Sole	2023-07-17
2023-03-31	$658,645	3,993	0.0%	Shares	Sole	2023-05-03
2022-12-31	$589,965	3,993	0.0%	Shares	Sole	2023-01-24
2022-09-30	$538,695	3,993	-1.9%	Shares	Sole	2022-10-13
2022-06-30	$564,044	4,069	+0.2%	Shares	Sole	2022-07-18
2022-03-31	$759,033	4,059	-0.5%	Shares	Sole	2022-04-27
2021-12-31	$667,324	4,079	0.0%	Shares	Sole	2022-01-14
2021-09-30	$683,354	4,079	+0.5%	Shares	Sole	2021-10-25
2021-06-30	$670,338	4,057	+101.0%	Shares	Sole	2021-07-26
2021-03-31	$285,425	2,018	0.0%	Shares	Sole	2021-04-23
2020-12-31	$243,996	2,018	0.0%	Shares	Sole	2021-01-22
2020-09-30	$202,304	2,018	-4.0%	Shares	Sole	2020-10-13
2020-06-30	$200,015	2,101	+2.8%	Shares	Sole	2020-07-31
2020-03-31	$174,901	2,043	—	Shares	Sole	2020-04-23
No filing history on record for this holder in this stock.