Claro Advisors Inc.

Position in AXP — American Express Co

CIK 1764386 BOSTON, MA

Position in AXP

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

Position Value

$1,045,192

+$428,738 QoQ

Shares Held

3,090

+51.6% QoQ

Ownership

0.000%

of shares outstanding

% of Portfolio

0.24%

of 13F equity value

Holder Rank

#1,545

of 2,990 holders

Holding Since

Jun 2023

12 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Financial Services · as of Jun 30, 2026

Claro Advisors Inc. holds $5,240,337 across 7 Credit Services names. AXP ranks #2 (19.9% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	V	Visa Inc.	6,689	$2,294,929
2	AXP	American Express Co This page	3,090	$1,045,192
3	MA	Mastercard Inc	1,567	$804,811
4	ENVA	Enova International, Inc.	1,380	$332,207
5	COF	Capital One Financial Corp	1,520	$304,942
6	SYF	Synchrony Financial	3,150	$239,557
7	FCFS	FirstCash Holdings, Inc.	1,011	$218,699

12 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$1,045,192	3,090	+51.6%	Shares	Sole	2026-07-30
2026-03-31	$616,454	2,038	+74.5%	Shares	Sole	2026-04-21
2025-12-31	$432,101	1,168	+1.0%	Shares	Sole	2026-02-17
2025-09-30	$383,976	1,156	-4.5%	Shares	Sole	2025-11-12
2025-06-30	$386,284	1,211	-53.0%	Shares	Sole	2025-08-05
2025-03-31	$693,610	2,578	+23.2%	Shares	Sole	2025-05-12
2024-12-31	$621,181	2,093	-5.3%	Shares	Sole	2025-01-13
2024-09-30	$599,080	2,209	+8.1%	Shares	Sole	2024-11-07
2024-06-30	$473,288	2,044	+34.7%	Shares	Sole	2024-07-31
2024-03-31	$345,405	1,517	+11.9%	Shares	Sole	2024-04-18
2023-12-31	$254,033	1,356	+11.9%	Shares	Sole	2024-01-22
2023-06-30	$211,130	1,212	—	Shares	Sole	2023-08-08
No filing history on record for this holder in this stock.