Professional Financial Advisors, LLC
Position in AXP — American Express Co
CIK 1798221
NORTH PLATTE, NE
Position in AXP
as of Jun 30, 2026
· filed Jul 9, 2026
Position Value
$209,715
-$19,654 QoQ
Shares Held
620
0.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.40%
of 13F equity value
Holder Rank
#2,653
of 2,990 holders
Holding Since
Jun 2021
9 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, 2026Professional Financial Advisors, LLC holds $6,115,047 across 4 Credit Services names. AXP ranks #4 (3.4% of the industry book) .
All Filings in AXP
Export CSV
9 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $209,715 | 620 | Shares | Sole | 2026-07-09 | |
| 2025-12-31 | $229,369 | 620 | Shares | Sole | 2026-01-15 | |
| 2025-09-30 | $205,939 | 620 | Shares | Sole | 2025-10-28 | |
| 2022-09-30 | $40,473 | 300 | Shares | Sole | 2022-11-09 | |
| 2022-06-30 | $41,586 | 300 | Shares | Sole | 2022-07-28 | |
| 2022-03-31 | $56,100 | 300 | Shares | Sole | 2022-05-05 | |
| 2021-12-31 | $49,080 | 300 | Shares | Sole | 2022-01-18 | |
| 2021-09-30 | $50,259 | 300 | Shares | Sole | 2021-10-19 | |
| 2021-06-30 | $49,569 | 300 | Shares | Sole | 2021-07-20 | |
| No filing history on record for this holder in this stock. | ||||||