Ranch Capital Advisors Inc.

Position in AXP — American Express Co

CIK 1793269 SARASOTA, FL

Position in AXP

as of Jun 30, 2026 · filed Aug 3, 2026 Compact

Position Value

$696,118

+$73,917 QoQ

Shares Held

2,058

+0.0% QoQ

Ownership

0.000%

of shares outstanding

% of Portfolio

0.29%

of 13F equity value

Holder Rank

#1,791

of 2,990 holders

Holding Since

Mar 2020

26 quarters on record

Voting authority Sole 100% Shared 0% None 0%

Financial Services · as of Jun 30, 2026

Ranch Capital Advisors Inc. holds $1,665,430 across 3 Credit Services names. AXP ranks #1 (41.8% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	AXP	American Express Co This page	2,058	$696,118
2	MA	Mastercard Inc	1,042	$535,171
3	COF	Capital One Financial Corp	2,164	$434,141

26 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$696,118	2,058	+0.0%	Shares	Sole	2026-08-03
2026-03-31	$622,201	2,057	0.0%	Shares	Sole	2026-05-06
2025-12-31	$760,987	2,057	0.0%	Shares	Sole	2026-02-05
2025-09-30	$683,253	2,057	+0.0%	Shares	Sole	2025-11-14
2025-06-30	$655,822	2,056	0.0%	Shares	Sole	2025-07-31
2025-03-31	$553,166	2,056	+0.0%	Shares	Sole	2025-05-09
2024-12-31	$609,903	2,055	0.0%	Shares	Sole	2025-02-07
2024-09-30	$557,316	2,055	0.0%	Shares	Sole	2024-11-12
2024-06-30	$475,835	2,055	+0.0%	Shares	Sole	2024-08-13
2024-03-31	$467,675	2,054	0.0%	Shares	Sole	2024-05-13
2023-12-31	$384,796	2,054	+0.0%	Shares	Sole	2024-02-14
2023-09-30	$306,287	2,053	-0.0%	Shares	Sole	2023-11-13
2023-06-30	$357,806	2,054	+0.0%	Shares	Sole	2023-08-11
2023-03-31	$338,642	2,053	0.0%	Shares	Sole	2023-05-12
2022-12-31	$303,330	2,053	0.0%	Shares	Sole	2023-02-10
2022-09-30	$276,970	2,053	+0.0%	Shares	Sole	2022-11-10
2022-06-30	$284,448	2,052	0.0%	Shares	Sole	2022-08-10
2022-03-31	$383,724	2,052	0.0%	Shares	Sole	2022-05-12
2021-12-31	$335,707	2,052	+0.0%	Shares	Sole	2022-02-08
2021-09-30	$343,604	2,051	0.0%	Shares	Sole	2021-11-15
2021-06-30	$338,886	2,051	+0.0%	Shares	Sole	2021-08-16
2021-03-31	$289,952	2,050	0.0%	Shares	Sole	2021-05-17
2020-12-31	$247,865	2,050	0.0%	Shares	Sole	2021-02-16
2020-09-30	$205,512	2,050	+0.0%	Shares	Sole	2020-11-16
2020-06-30	$195,064	2,049	-4.7%	Shares	Sole	2020-08-12
2020-03-31	$183,975	2,149	—	Shares	Sole	2020-05-12
No filing history on record for this holder in this stock.