Cooper Financial Group

Position in AXP — American Express Co

CIK 1751581 IRVINE, CA

Position in AXP

as of Jun 30, 2026 · filed Jul 8, 2026 Compact

Position Value

$988,366

+$85,766 QoQ

Shares Held

2,922

-2.1% QoQ

Ownership

0.000%

of shares outstanding

% of Portfolio

0.18%

of 13F equity value

Holder Rank

#1,567

of 2,984 holders

Holding Since

Dec 2020

10 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Financial Services · as of Jun 30, 2026

Cooper Financial Group holds $8,780,763 across 5 Credit Services names. AXP ranks #3 (11.3% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	V	Visa Inc.	12,767	$4,380,230
2	MA	Mastercard Inc	4,582	$2,353,315
3	AXP	American Express Co This page	2,922	$988,366
4	COF	Capital One Financial Corp	4,247	$852,033
5	SLM	SLM Corp	7,973	$206,819

10 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$988,366	2,922	-2.1%	Shares	Sole	2026-07-08
2026-03-31	$902,600	2,984	-6.2%	Shares	Sole	2026-04-07
2025-12-31	$1,176,810	3,181	+6.1%	Shares	Sole	2026-01-08
2025-09-30	$995,815	2,998	-0.5%	Shares	Sole	2025-10-07
2025-06-30	$960,767	3,012	+10.9%	Shares	Sole	2025-07-18
2025-03-31	$731,008	2,717	+14.6%	Shares	Sole	2025-05-12
2024-12-31	$703,392	2,370	+38.8%	Shares	Sole	2025-01-13
2024-09-30	$462,938	1,707	+23.8%	Shares	Sole	2024-11-14
2024-06-30	$319,307	1,379	-37.0%	Shares	Sole	2024-07-15
2020-12-31	$264,671	2,189	—	Shares	Sole	2021-02-16
No filing history on record for this holder in this stock.