Resonant Capital Advisors, LLC

Position in AXP — American Express Co

CIK 1803236 Madison, WI

Position in AXP

as of Jun 30, 2026 · filed Jul 27, 2026 Compact

Position Value

$5,708,983

+$674,809 QoQ

Shares Held

16,878

+1.4% QoQ

Ownership

0.002%

of shares outstanding

% of Portfolio

0.87%

of 13F equity value

Holder Rank

#765

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

Resonant Capital Advisors, LLC holds $21,794,634 across 6 Credit Services names. AXP ranks #2 (26.2% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	V	Visa Inc.	24,257	$8,322,334
2	AXP	American Express Co This page	16,878	$5,708,983
3	MA	Mastercard Inc	8,657	$4,446,235
4	PYPL	PayPal Holdings, Inc.	48,086	$2,076,353
5	SYF	Synchrony Financial	8,216	$624,826
6	COF	Capital One Financial Corp	3,070	$615,903

26 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$5,708,983	16,878	+1.4%	Shares	Sole	2026-07-27
2026-03-31	$5,034,174	16,643	+0.7%	Shares	Sole	2026-04-29
2025-12-31	$6,112,313	16,522	-1.3%	Shares	Sole	2026-01-29
2025-09-30	$5,558,697	16,735	-4.0%	Shares	Sole	2025-10-29
2025-06-30	$5,557,907	17,424	+3.7%	Shares	Sole	2025-07-31
2025-03-31	$4,521,385	16,805	-0.9%	Shares	Sole	2025-04-28
2024-12-31	$5,035,042	16,965	-0.8%	Shares	Sole	2025-01-24
2024-09-30	$4,638,604	17,104	+0.7%	Shares	Sole	2024-10-18
2024-06-30	$3,931,255	16,978	+0.9%	Shares	Sole	2024-08-01
2024-03-31	$3,829,973	16,821	+0.4%	Shares	Sole	2024-05-01
2023-12-31	$3,139,818	16,760	-7.0%	Shares	Sole	2024-01-31
2023-09-30	$2,688,403	18,020	+6.9%	Shares	Sole	2023-10-31
2023-06-30	$2,935,618	16,852	+9.7%	Shares	Sole	2023-07-25
2023-03-31	$2,532,972	15,356	+1.3%	Shares	Sole	2023-04-21
2022-12-31	$2,238,855	15,153	+1.8%	Shares	Sole	2023-01-23
2022-09-30	$2,007,460	14,880	-1.1%	Shares	Sole	2022-10-20
2022-06-30	$2,085,953	15,048	-3.4%	Shares	Sole	2022-07-12
2022-03-31	$2,911,590	15,570	+4.7%	Shares	Sole	2022-04-19
2021-12-31	$2,433,550	14,875	+8.4%	Shares	Sole	2022-01-26
2021-09-30	$2,297,841	13,716	+10.4%	Shares	Sole	2021-10-18
2021-06-30	$2,051,991	12,419	+1.7%	Shares	Sole	2021-07-16
2021-03-31	$1,727,831	12,216	+10.1%	Shares	Sole	2021-04-28
2020-12-31	$1,341,859	11,098	+12.8%	Shares	Sole	2021-01-15
2020-09-30	$986,760	9,843	+58.9%	Shares	Sole	2020-11-03
2020-06-30	$589,764	6,195	+48.0%	Shares	Sole	2020-08-05
2020-03-31	$358,449	4,187	—	Shares	Sole	2020-05-14
No filing history on record for this holder in this stock.