Magnus Financial Group LLC

Position in AXP — American Express Co

CIK 1765216 NEW YORK, NY

Position in AXP

as of Jun 30, 2026 · filed Jul 9, 2026 Compact

Position Value

$1,643,556

+$196,190 QoQ

Shares Held

4,859

+1.5% QoQ

Ownership

0.001%

of shares outstanding

% of Portfolio

0.41%

of 13F equity value

Holder Rank

#1,289

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

Magnus Financial Group LLC holds $8,186,547 across 4 Credit Services names. AXP ranks #2 (20.1% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	V	Visa Inc.	16,119	$5,530,267
2	AXP	American Express Co This page	4,859	$1,643,556
3	MA	Mastercard Inc	1,523	$782,212
4	COF	Capital One Financial Corp	1,149	$230,512

26 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$1,643,556	4,859	+1.5%	Shares	Sole	2026-07-09
2026-03-31	$1,447,366	4,785	-0.4%	Shares	Sole	2026-04-10
2025-12-31	$1,776,499	4,802	+4.4%	Shares	Sole	2026-01-07
2025-09-30	$1,527,271	4,598	+1.1%	Shares	Sole	2025-10-28
2025-06-30	$1,451,040	4,549	-2.2%	Shares	Sole	2025-07-16
2025-03-31	$1,251,351	4,651	+5.8%	Shares	Sole	2025-04-11
2024-12-31	$1,305,282	4,398	-3.3%	Shares	Sole	2025-01-17
2024-09-30	$1,233,146	4,547	-15.6%	Shares	Sole	2024-10-15
2024-06-30	$1,247,128	5,386	+1.0%	Shares	Sole	2024-08-02
2024-03-31	$1,214,498	5,334	+23.2%	Shares	Sole	2024-05-03
2023-12-31	$811,369	4,331	+16.4%	Shares	Sole	2024-02-05
2023-09-30	$554,986	3,720	+4.8%	Shares	Sole	2023-10-10
2023-06-30	$618,235	3,549	+1.9%	Shares	Sole	2023-07-19
2023-03-31	$574,685	3,484	+12.1%	Shares	Sole	2023-05-10
2022-12-31	$459,059	3,107	-6.6%	Shares	Sole	2023-02-02
2022-09-30	$448,845	3,327	-1.8%	Shares	Sole	2022-11-09
2022-06-30	$469,644	3,388	+8.7%	Shares	Sole	2022-08-11
2022-03-31	$582,692	3,116	+2.2%	Shares	Sole	2022-05-12
2021-12-31	$498,816	3,049	+0.1%	Shares	Sole	2022-02-10
2021-09-30	$510,296	3,046	+0.1%	Shares	Sole	2021-11-12
2021-06-30	$502,629	3,042	+0.4%	Shares	Sole	2021-08-06
2021-03-31	$428,704	3,031	-44.8%	Shares	Sole	2021-05-05
2020-12-31	$663,554	5,488	+1.2%	Shares	Sole	2021-02-05
2020-09-30	$543,455	5,421	+1.0%	Shares	Sole	2020-11-05
2020-06-30	$510,748	5,365	-11.5%	Shares	Sole	2020-08-11
2020-03-31	$519,053	6,063	—	Shares	Sole	2020-05-11
No filing history on record for this holder in this stock.