New World Advisors LLC

Position in AXP — American Express Co

CIK 1767724 HINGHAM, MA

Position in AXP

as of Jun 30, 2026 · filed Aug 12, 2026 Compact

Position Value

$212,082

+$4,581 QoQ

Shares Held

627

-8.6% QoQ

Ownership

0.000%

of shares outstanding

% of Portfolio

0.04%

of 13F equity value

Holder Rank

#2,647

of 2,990 holders

Holding Since

Dec 2025

3 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Financial Services · as of Jun 30, 2026

New World Advisors LLC holds $2,003,453 across 4 Credit Services names. AXP ranks #4 (10.6% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	V	Visa Inc.	3,005	$1,030,985
2	MA	Mastercard Inc	977	$501,787
3	COF	Capital One Financial Corp	1,289	$258,599
4	AXP	American Express Co This page	627	$212,082

3 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$212,082	627	-8.6%	Shares	Defined	2026-08-12
2026-03-31	$207,501	686	-0.7%	Shares	Defined	2026-04-27
2025-12-31	$255,635	691	—	Shares	Defined	2026-02-06
No filing history on record for this holder in this stock.