Omega Financial Group, LLC

Position in AXP — American Express Co

CIK 1767982 Santa Barbara, CA

Position in AXP

as of Jun 30, 2026 · filed Jul 21, 2026 Compact

Position Value

$405,900

+$42,924 QoQ

Shares Held

1,200

0.0% QoQ

Ownership

0.000%

of shares outstanding

% of Portfolio

1.23%

of 13F equity value

Holder Rank

#2,159

of 2,990 holders

Holding Since

Jun 2023

12 quarters on record

Voting authority Sole 100% Shared 0% None 0%

Financial Services · as of Jun 30, 2026

Omega Financial Group, LLC holds $10,416,025 across 3 Credit Services names. AXP ranks #3 (3.9% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	AFRM	Affirm Holdings, Inc.	103,627	$8,450,781
2	V	Visa Inc.	4,545	$1,559,344
3	AXP	American Express Co This page	1,200	$405,900

12 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$405,900	1,200	0.0%	Shares	Sole	2026-07-21
2026-03-31	$362,976	1,200	-1.5%	Shares	Sole	2026-05-12
2025-12-31	$450,599	1,218	+1.5%	Shares	Sole	2026-01-28
2025-09-30	$398,592	1,200	0.0%	Shares	Sole	2025-11-12
2025-06-30	$382,776	1,200	0.0%	Shares	Sole	2025-08-08
2025-03-31	$322,860	1,200	0.0%	Shares	Sole	2025-05-01
2024-12-31	$356,148	1,200	0.0%	Shares	Sole	2025-01-15
2024-09-30	$325,440	1,200	0.0%	Shares	Sole	2024-10-07
2024-06-30	$277,860	1,200	0.0%	Shares	Sole	2024-07-12
2024-03-31	$273,228	1,200	0.0%	Shares	Sole	2024-04-18
2023-12-31	$224,808	1,200	0.0%	Shares	Sole	2024-01-10
2023-06-30	$209,040	1,200	—	Shares	Sole	2023-07-12
No filing history on record for this holder in this stock.