VISTA INVESTMENT MANAGEMENT

Position in AXP — American Express Co

CIK 1740140 PITTSBURGH, PA

Position in AXP

as of Jun 30, 2026 · filed Aug 12, 2026 Compact

Position Value

$354,486

+$34,765 QoQ

Shares Held

1,048

-0.9% QoQ

Ownership

0.000%

of shares outstanding

% of Portfolio

0.28%

of 13F equity value

Holder Rank

#2,250

of 2,990 holders

Holding Since

Mar 2021

13 quarters on record

Voting authority Sole 100% Shared 0% None 0%

Financial Services · as of Jun 30, 2026

VISTA INVESTMENT MANAGEMENT holds $6,639,852 across 3 Credit Services names. AXP ranks #3 (5.3% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	COF	Capital One Financial Corp	18,814	$3,774,464
2	BFH	Bread Financial Holdings, Inc.	23,174	$2,510,902
3	AXP	American Express Co This page	1,048	$354,486

13 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$354,486	1,048	-0.9%	Shares	Sole	2026-08-12
2026-03-31	$319,721	1,057	+5.4%	Shares	Sole	2026-05-15
2025-12-31	$371,059	1,003	+3.9%	Shares	Sole	2026-02-17
2025-09-30	$320,534	965	-0.9%	Shares	Sole	2025-11-07
2025-06-30	$310,686	974	-0.8%	Shares	Sole	2025-08-14
2025-03-31	$264,207	982	-9.4%	Shares	Sole	2025-05-15
2024-12-31	$321,720	1,084	+2.6%	Shares	Sole	2025-02-14
2024-09-30	$286,658	1,057	-3.2%	Shares	Sole	2024-11-14
2024-06-30	$252,852	1,092	+4.7%	Shares	Sole	2024-08-14
2024-03-31	$237,480	1,043	-4.0%	Shares	Sole	2024-05-15
2023-12-31	$203,451	1,086	-0.6%	Shares	Sole	2024-02-14
2022-03-31	$204,391	1,093	-32.6%	Shares	Sole	2022-05-13
2021-03-31	$229,274	1,621	—	Shares	Sole	2021-05-12
No filing history on record for this holder in this stock.