Golden State Wealth Management, LLC

Position in AXP — American Express Co

CIK 1776033 SANTA ANA, CA

Position in AXP

as of Jun 30, 2026 · filed Jul 22, 2026 Compact

Position Value

$1,278,585

+$152,755 QoQ

Shares Held

3,780

+1.6% QoQ

Ownership

0.001%

of shares outstanding

% of Portfolio

0.32%

of 13F equity value

Holder Rank

#1,449

of 2,990 holders

Holding Since

Mar 2020

16 quarters on record

Voting authority Sole 100% Shared 0% None 0%

Financial Services · as of Jun 30, 2026

Golden State Wealth Management, LLC holds $4,992,801 across 10 Credit Services names. AXP ranks #2 (25.6% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	V	Visa Inc.	7,479	$2,565,970
2	AXP	American Express Co This page	3,780	$1,278,585
3	COF	Capital One Financial Corp	1,939	$389,002
4	MA	Mastercard Inc	754	$387,254
5	EZPW	Ezcorp Inc	5,980	$206,728
6	PYPL	PayPal Holdings, Inc.	1,665	$71,894
7	OMF	OneMain Holdings, Inc.	912	$55,604
8	SYF	Synchrony Financial	228	$17,339

16 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$1,278,585	3,780	+1.6%	Shares	Sole	2026-07-22
2026-03-31	$1,125,830	3,722	-13.6%	Shares	Sole	2026-04-28
2025-12-31	$1,594,484	4,310	+15.0%	Shares	Sole	2026-02-13
2025-09-30	$1,244,603	3,747	-0.8%	Shares	Sole	2025-11-03
2025-06-30	$1,205,425	3,779	-4.4%	Shares	Sole	2025-08-06
2025-03-31	$1,063,285	3,952	+0.7%	Shares	Sole	2025-04-24
2024-12-31	$1,164,307	3,923	-36.9%	Shares	Sole	2025-01-28
2022-03-31	$1,163,514	6,222	+14.0%	Shares	Sole	2022-05-19
2021-12-31	$892,765	5,457	+32.8%	Shares	Sole	2022-02-14
2021-09-30	$688,380	4,109	-0.1%	Shares	Sole	2021-11-15
2021-06-30	$679,756	4,114	+0.3%	Shares	Sole	2021-08-12
2021-03-31	$580,186	4,102	-9.7%	Shares	Sole	2021-05-14
2020-12-31	$549,052	4,541	+13.3%	Shares	Sole	2021-01-28
2020-09-30	$401,802	4,008	-22.7%	Shares	Sole	2020-11-12
2020-06-30	$493,802	5,187	+99.5%	Shares	Sole	2020-08-13
2020-03-31	$222,586	2,600	—	Shares	Sole	2020-04-17
No filing history on record for this holder in this stock.