XML Financial, LLC

Position in AXP — American Express Co

CIK 1800465 BETHESDA, MD

Position in AXP

as of Jun 30, 2026 · filed Jul 24, 2026 Compact

Position Value

$586,187

+$69,552 QoQ

Shares Held

1,733

+1.5% QoQ

Ownership

0.000%

of shares outstanding

% of Portfolio

0.10%

of 13F equity value

Holder Rank

#1,904

of 2,990 holders

Holding Since

Dec 2020

14 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Financial Services · as of Jun 30, 2026

XML Financial, LLC holds $5,481,241 across 6 Credit Services names. AXP ranks #5 (10.7% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	V	Visa Inc.	6,690	$2,295,272
2	COF	Capital One Financial Corp	4,463	$895,367
3	MA	Mastercard Inc	1,629	$836,654
4	SEZL	Sezzle Inc.	3,443	$590,922
5	AXP	American Express Co This page	1,733	$586,187
6	ENVA	Enova International, Inc.	1,150	$276,839

14 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$586,187	1,733	+1.5%	Shares	Sole	2026-07-24
2026-03-31	$516,635	1,708	-18.9%	Shares	Sole	2026-04-16
2025-12-31	$779,114	2,106	+50.6%	Shares	Sole	2026-02-11
2025-09-30	$464,359	1,398	-12.5%	Shares	Sole	2025-10-20
2025-06-30	$509,730	1,598	0.0%	Shares	Sole	2025-07-17
2025-03-31	$429,941	1,598	-8.6%	Shares	Sole	2025-04-22
2024-12-31	$518,788	1,748	+55.1%	Shares	Sole	2025-01-17
2024-09-30	$305,642	1,127	+9.8%	Shares	Sole	2024-11-01
2024-06-30	$237,570	1,026	+0.1%	Shares	Sole	2024-07-22
2024-03-31	$233,382	1,025	-16.9%	Shares	Sole	2024-05-15
2022-03-31	$230,758	1,234	+0.1%	Shares	Sole	2022-05-02
2021-12-31	$201,718	1,233	+0.1%	Shares	Sole	2022-02-01
2021-09-30	$206,396	1,232	-28.5%	Shares	Sole	2021-11-01
2020-12-31	$208,448	1,724	—	Shares	Sole	2021-02-08
No filing history on record for this holder in this stock.