Abundance Wealth Counselors

Position in AXP — American Express Co

CIK 1767080 STATE COLLEGE, PA

Position in AXP

as of Jun 30, 2026 · filed Jul 23, 2026 Compact

Position Value

$3,928,097

+$2,030,035 QoQ

Shares Held

11,613

+85.1% QoQ

Ownership

0.002%

of shares outstanding

% of Portfolio

0.52%

of 13F equity value

Holder Rank

#892

of 2,990 holders

Holding Since

Mar 2020

24 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Financial Services · as of Jun 30, 2026

Abundance Wealth Counselors holds $13,017,254 across 4 Credit Services names. AXP ranks #2 (30.2% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	V	Visa Inc.	17,564	$6,026,032
2	AXP	American Express Co This page	11,613	$3,928,097
3	MA	Mastercard Inc	5,341	$2,743,137
4	COF	Capital One Financial Corp	1,595	$319,988

24 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$3,928,097	11,613	+85.1%	Shares	Sole	2026-07-23
2026-03-31	$1,898,062	6,275	+17.2%	Shares	Sole	2026-04-23
2025-12-31	$1,981,082	5,355	-1.8%	Shares	Sole	2026-01-26
2025-09-30	$1,811,268	5,453	-11.5%	Shares	Sole	2025-10-22
2025-06-30	$1,964,597	6,159	-0.9%	Shares	Sole	2025-07-21
2025-03-31	$1,671,607	6,213	+1.2%	Shares	Sole	2025-04-21
2024-12-31	$1,821,993	6,139	+0.1%	Shares	Sole	2025-01-24
2024-09-30	$1,662,727	6,131	-3.2%	Shares	Sole	2024-10-17
2024-06-30	$1,466,869	6,335	+3.1%	Shares	Sole	2024-07-17
2024-03-31	$1,399,155	6,145	+0.2%	Shares	Sole	2024-04-19
2023-12-31	$1,148,394	6,130	+12.7%	Shares	Sole	2024-01-17
2023-09-30	$811,593	5,440	-1.6%	Shares	Sole	2023-10-30
2023-03-31	$911,513	5,526	+2.1%	Shares	Sole	2023-05-02
2022-12-31	$799,770	5,413	+1.7%	Shares	Sole	2023-02-02
2022-09-30	$718,125	5,323	+0.4%	Shares	Sole	2022-11-01
2022-06-30	$735,240	5,304	-36.1%	Shares	Sole	2022-08-05
2022-03-31	$1,552,287	8,301	-2.8%	Shares	Sole	2022-04-28
2021-12-31	$1,396,816	8,538	-1.0%	Shares	Sole	2022-01-18
2021-06-30	$1,424,613	8,622	-13.4%	Shares	Sole	2021-07-26
2021-03-31	$1,408,176	9,956	+3.4%	Shares	Sole	2021-05-06
2020-12-31	$1,164,484	9,631	-1.0%	Shares	Sole	2021-01-27
2020-09-30	$975,031	9,726	-4.9%	Shares	Sole	2020-11-04
2020-06-30	$973,896	10,230	+313.7%	Shares	Sole	2020-07-21
2020-03-31	$211,713	2,473	—	Shares	Sole	2020-04-10
No filing history on record for this holder in this stock.