Realta Investment Advisors

Position in AXP — American Express Co

CIK 1776792 WILMINGTON, DE

Position in AXP

as of Jun 30, 2026 · filed Jul 20, 2026 Compact

Position Value

$1,553,920

+$291,066 QoQ

Shares Held

4,594

+10.0% QoQ

Ownership

0.001%

of shares outstanding

% of Portfolio

0.82%

of 13F equity value

Holder Rank

#1,321

of 2,990 holders

Holding Since

Mar 2020

26 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Financial Services · as of Jun 30, 2026

Realta Investment Advisors holds $2,957,050 across 4 Credit Services names. AXP ranks #1 (52.5% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	AXP	American Express Co This page	4,594	$1,553,920
2	V	Visa Inc.	2,265	$777,098
3	MA	Mastercard Inc	799	$410,366
4	COF	Capital One Financial Corp	1,075	$215,666

26 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$1,553,920	4,594	+10.0%	Shares	Sole	2026-07-20
2026-03-31	$1,262,854	4,175	+6.4%	Shares	Sole	2026-04-22
2025-12-31	$1,452,053	3,925	-13.3%	Shares	Sole	2026-01-20
2025-09-30	$1,504,352	4,529	+11.9%	Shares	Sole	2025-10-23
2025-06-30	$1,290,912	4,047	+3.6%	Shares	Sole	2025-07-22
2025-03-31	$1,051,178	3,907	+5.5%	Shares	Sole	2025-05-01
2024-12-31	$1,099,606	3,705	+2.7%	Shares	Sole	2025-01-28
2024-09-30	$977,947	3,606	-87.0%	Shares	Sole	2024-10-29
2024-06-30	$6,442,878	27,825	-0.2%	Shares	Sole	2024-07-15
2024-03-31	$6,347,769	27,879	+3.5%	Shares	Sole	2024-04-19
2023-12-31	$5,044,878	26,929	+9.3%	Shares	Sole	2024-01-19
2023-09-30	$3,675,594	24,637	-1.4%	Shares	Sole	2023-10-20
2023-06-30	$4,353,606	24,992	-0.4%	Shares	Sole	2023-08-09
2023-03-31	$4,137,605	25,084	+0.4%	Shares	Sole	2023-05-05
2022-12-31	$3,689,908	24,974	+1.4%	Shares	Sole	2023-02-10
2022-09-30	$3,321,754	24,622	-7.3%	Shares	Sole	2022-10-27
2022-06-30	$3,682,301	26,564	+0.2%	Shares	Sole	2022-08-09
2022-03-31	$4,958,679	26,517	+15.3%	Shares	Sole	2022-04-13
2021-12-31	$3,761,491	22,992	-0.8%	Shares	Sole	2022-01-18
2021-09-30	$3,882,507	23,175	+0.2%	Shares	Sole	2021-10-18
2021-06-30	$3,822,430	23,134	+0.2%	Shares	Sole	2021-07-15
2021-03-31	$3,265,283	23,086	+116.6%	Shares	Sole	2021-04-12
2020-12-31	$1,288,416	10,656	+1.1%	Shares	Sole	2021-01-13
2020-09-30	$1,057,136	10,545	+1.7%	Shares	Sole	2020-10-23
2020-06-30	$987,414	10,372	+4.8%	Shares	Sole	2020-07-16
2020-03-31	$847,453	9,899	—	Shares	Sole	2020-04-23
No filing history on record for this holder in this stock.