Regent Peak Wealth Advisors LLC

Position in AXP — American Express Co

CIK 1803329 ATLANTA, GA

Position in AXP

as of Jun 30, 2026 · filed Jul 10, 2026 Compact

Position Value

$404,885

+$50,076 QoQ

Shares Held

1,197

+2.0% QoQ

Ownership

0.000%

of shares outstanding

% of Portfolio

0.16%

of 13F equity value

Holder Rank

#2,163

of 2,990 holders

Holding Since

Dec 2020

15 quarters on record

Voting authority Sole 100% Shared 0% None 0%

Financial Services · as of Jun 30, 2026

Regent Peak Wealth Advisors LLC holds $3,514,294 across 4 Credit Services names. AXP ranks #3 (11.5% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	V	Visa Inc.	5,336	$1,830,728
2	MA	Mastercard Inc	2,042	$1,048,771
3	AXP	American Express Co This page	1,197	$404,885
4	COF	Capital One Financial Corp	1,146	$229,910

15 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$404,885	1,197	+2.0%	Shares	Sole	2026-07-10
2026-03-31	$354,809	1,173	-5.6%	Shares	Sole	2026-04-14
2025-12-31	$459,477	1,242	+1.3%	Shares	Sole	2026-01-08
2025-09-30	$407,228	1,226	+2.3%	Shares	Sole	2025-10-16
2025-03-31	$322,321	1,198	-0.2%	Shares	Sole	2025-04-14
2024-12-31	$356,444	1,201	+2.2%	Shares	Sole	2025-01-07
2024-09-30	$318,660	1,175	+1.8%	Shares	Sole	2024-10-16
2024-06-30	$267,208	1,154	+0.3%	Shares	Sole	2024-08-14
2024-03-31	$261,843	1,150	-4.1%	Shares	Sole	2024-05-01
2023-12-31	$224,620	1,199	-14.4%	Shares	Sole	2024-01-23
2023-06-30	$243,880	1,400	-8.6%	Shares	Sole	2023-07-19
2023-03-31	$252,538	1,531	-87.0%	Shares	Sole	2023-04-24
2022-12-31	$1,738,722	11,768	+18.6%	Shares	Sole	2023-02-08
2022-09-30	$1,338,711	9,923	+1321.6%	Shares	Sole	2022-11-14
2020-12-31	$84,395	698	—	Shares	Sole	2021-02-12
No filing history on record for this holder in this stock.