Prestige Wealth Management Group LLC
Position in AXP — American Express Co
CIK 1772715
FLEMINGTON, NJ
Position in AXP
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$233,054
+$17,387 QoQ
Shares Held
689
-3.4% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.09%
of 13F equity value
Holder Rank
#2,570
of 2,998 holders
Holding Since
Mar 2020
26 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in AXP Over Time
Shares Held
Position Value (USD)
Position in Credit Services
Financial Services · as of Jun 30, 2026Prestige Wealth Management Group LLC holds $5,893,153 across 15 Credit Services names. AXP ranks #3 (4.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | V |
Visa Inc.
|
10,894 | $3,737,621 | |
| 2 | MA |
Mastercard Inc
|
3,496 | $1,795,544 | |
| 3 | AXP |
American Express Co
This page
|
689 | $233,054 | |
| 4 | ENVA |
Enova International, Inc.
|
272 | $65,478 | |
| 5 | COF |
Capital One Financial Corp
|
113 | $22,670 | |
| 6 | FCFS |
FirstCash Holdings, Inc.
|
60 | $12,979 | |
| 7 | EZPW |
Ezcorp Inc
|
170 | $5,876 | |
| 8 | NNI |
Nelnet Inc
|
42 | $5,599 |
All Filings in AXP
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $233,054 | 689 | Shares | Other | 2026-08-14 | |
| 2026-03-31 | $215,667 | 713 | Shares | Other | 2026-05-13 | |
| 2025-12-31 | $634,463 | 1,715 | Shares | Sole | 2026-02-11 | |
| 2025-09-30 | $553,710 | 1,667 | Shares | Other | 2026-02-20 | |
| 2025-06-30 | $217,544 | 682 | Shares | Other | 2026-02-20 | |
| 2025-03-31 | $183,491 | 682 | Shares | Other | 2026-02-20 | |
| 2024-12-31 | $202,410 | 682 | Shares | Other | 2026-02-20 | |
| 2024-09-30 | $184,957 | 682 | Shares | Other | 2026-02-20 | |
| 2024-06-30 | $489,959 | 2,116 | Shares | Other | 2026-02-20 | |
| 2024-03-31 | $155,284 | 682 | Shares | Sole | 2024-04-26 | |
| 2023-12-31 | $462,354 | 2,468 | Shares | Sole | 2024-04-26 | |
| 2023-09-30 | $338,063 | 2,266 | Shares | Sole | 2024-04-26 | |
| 2023-06-30 | $118,803 | 682 | Shares | Sole | 2024-04-26 | |
| 2023-03-31 | $112,495 | 682 | Shares | Other | 2024-04-26 | |
| 2022-12-31 | $105,936 | 717 | Shares | Sole | 2023-02-08 | |
| 2022-09-30 | $90,523 | 671 | Shares | Other | 2022-11-01 | |
| 2022-06-30 | $102,578 | 740 | Shares | Sole | 2022-08-10 | |
| 2022-03-31 | $162,316 | 868 | Shares | Other | 2022-05-05 | |
| 2021-12-31 | $141,022 | 862 | Shares | Other | 2022-02-15 | |
| 2021-09-30 | $144,410 | 862 | Shares | Other | 2021-11-12 | |
| 2021-06-30 | $142,427 | 862 | Shares | Other | 2021-08-12 | |
| 2021-03-31 | $130,548 | 923 | Shares | Other | 2021-05-13 | |
| 2020-12-31 | $111,599 | 923 | Shares | Other | 2021-02-17 | |
| 2020-09-30 | $96,841 | 966 | Shares | Sole | 2020-10-26 | |
| 2020-06-30 | $225,624 | 2,370 | Shares | Sole | 2020-08-13 | |
| 2020-03-31 | $173,531 | 2,027 | Shares | Sole | 2020-05-15 | |
| No filing history on record for this holder in this stock. | ||||||