Strategic Investment Advisors / MI

Position in AXP — American Express Co

CIK 1760540 FARMINGTON HILLS, MI

Position in AXP

as of Jun 30, 2026 · filed Aug 14, 2026 Compact

Position Value

$1,609,393

-$161,929 QoQ

Shares Held

4,758

-18.8% QoQ

Ownership

0.001%

of shares outstanding

% of Portfolio

0.29%

of 13F equity value

Holder Rank

#1,302

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

Strategic Investment Advisors / MI holds $10,196,665 across 5 Credit Services names. AXP ranks #3 (15.8% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	SYF	Synchrony Financial	71,350	$5,426,167
2	V	Visa Inc.	5,684	$1,950,123
3	AXP	American Express Co This page	4,758	$1,609,393
4	MA	Mastercard Inc	1,968	$1,010,764
5	COF	Capital One Financial Corp	998	$200,218

26 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$1,609,393	4,758	-18.8%	Shares	Sole	2026-08-14
2026-03-31	$1,771,322	5,856	+80.6%	Shares	Sole	2026-05-18
2025-12-31	$1,199,377	3,242	-6.4%	Shares	Sole	2026-02-17
2025-09-30	$1,150,270	3,463	-12.7%	Shares	Sole	2025-12-17
2025-06-30	$1,264,755	3,965	-16.5%	Shares	Sole	2025-08-15
2025-03-31	$1,277,718	4,749	-7.0%	Shares	Sole	2025-04-23
2024-12-31	$1,515,112	5,105	-6.5%	Shares	Sole	2025-01-22
2024-09-30	$1,480,480	5,459	-3.9%	Shares	Sole	2024-10-21
2024-06-30	$1,314,740	5,678	-2.2%	Shares	Sole	2024-07-23
2024-03-31	$1,321,968	5,806	-6.1%	Shares	Sole	2024-04-23
2023-12-31	$1,157,948	6,181	-19.1%	Shares	Sole	2024-01-10
2023-09-30	$1,140,408	7,644	-10.9%	Shares	Sole	2023-10-25
2023-06-30	$1,493,765	8,575	-0.8%	Shares	Sole	2023-08-14
2023-03-31	$1,425,662	8,643	-4.6%	Shares	Sole	2023-04-27
2022-12-31	$1,338,171	9,057	+5.8%	Shares	Sole	2023-01-20
2022-09-30	$1,155,369	8,564	+1.1%	Shares	Sole	2022-10-27
2022-06-30	$1,174,527	8,473	+10.6%	Shares	Sole	2022-08-15
2022-03-31	$1,433,168	7,664	+9.6%	Shares	Sole	2022-04-28
2021-12-31	$1,144,382	6,995	+10.2%	Shares	Sole	2022-01-26
2021-09-30	$1,063,647	6,349	+53.1%	Shares	Sole	2021-10-19
2021-06-30	$685,043	4,146	+41.9%	Shares	Sole	2021-07-22
2021-03-31	$413,146	2,921	+47.3%	Shares	Sole	2021-04-14
2020-12-31	$239,764	1,983	-40.9%	Shares	Sole	2021-01-13
2020-09-30	$336,639	3,358	+23.7%	Shares	Sole	2020-10-14
2020-06-30	$258,372	2,714	+3.2%	Shares	Sole	2020-08-04
2020-03-31	$225,154	2,630	—	Shares	Sole	2020-04-13
No filing history on record for this holder in this stock.