Symphony Financial, Ltd. Co.

Position in AXP — American Express Co

CIK 1800687 HOUSTON, TX

Position in AXP

as of Jun 30, 2026 · filed Aug 4, 2026 Compact

Position Value

$2,226,699

+$257,857 QoQ

Shares Held

6,583

+1.1% QoQ

Ownership

0.001%

of shares outstanding

% of Portfolio

0.46%

of 13F equity value

Holder Rank

#1,143

of 2,998 holders

Holding Since

Mar 2020

24 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Financial Services · as of Jun 30, 2026

Symphony Financial, Ltd. Co. holds $14,263,592 across 4 Credit Services names. AXP ranks #3 (15.6% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	V	Visa Inc.	21,517	$7,382,267
2	MA	Mastercard Inc	8,378	$4,302,940
3	AXP	American Express Co This page	6,583	$2,226,699
4	COF	Capital One Financial Corp	1,753	$351,686

24 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$2,226,699	6,583	+1.1%	Shares	Sole	2026-08-04
2026-03-31	$1,968,842	6,509	-4.4%	Shares	Sole	2026-05-01
2025-12-31	$2,518,989	6,809	+3.9%	Shares	Sole	2026-02-11
2025-09-30	$2,176,312	6,552	-16.2%	Shares	Sole	2025-10-31
2025-06-30	$2,495,380	7,823	+20.4%	Shares	Sole	2025-08-15
2024-12-31	$1,928,541	6,498	+0.6%	Shares	Sole	2025-01-24
2024-09-30	$1,752,223	6,461	-4.1%	Shares	Sole	2024-10-21
2024-06-30	$1,560,183	6,738	-0.6%	Shares	Sole	2024-07-18
2024-03-31	$1,543,510	6,779	-3.4%	Shares	Sole	2024-04-17
2023-12-31	$1,314,939	7,019	+19.6%	Shares	Sole	2024-01-18
2023-06-30	$1,022,031	5,867	+3.1%	Shares	Sole	2023-07-12
2023-03-31	$938,565	5,690	+6.0%	Shares	Sole	2023-05-03
2022-12-31	$793,269	5,369	+4.4%	Shares	Sole	2023-01-26
2022-09-30	$693,572	5,141	+14.5%	Shares	Sole	2022-10-28
2022-06-30	$622,403	4,490	+7.3%	Shares	Sole	2022-07-18
2022-03-31	$782,221	4,183	+5.9%	Shares	Sole	2022-05-13
2021-12-31	$646,056	3,949	+23.6%	Shares	Sole	2022-01-19
2021-09-30	$535,425	3,196	-21.8%	Shares	Sole	2021-10-12
2021-06-30	$674,964	4,085	-4.8%	Shares	Sole	2021-07-13
2021-03-31	$606,636	4,289	+18.6%	Shares	Sole	2021-04-15
2020-12-31	$437,089	3,615	-46.0%	Shares	Sole	2021-01-13
2020-09-30	$671,073	6,694	+8.0%	Shares	Sole	2020-10-09
2020-06-30	$590,049	6,198	+85.0%	Shares	Sole	2020-07-08
2020-03-31	$286,793	3,350	—	Shares	Sole	2020-05-07
No filing history on record for this holder in this stock.