Rothschild Wealth LLC

Position in AXP — American Express Co

CIK 1811345 OAK BROOK, IL

Position in AXP

as of Jun 30, 2026 · filed Aug 11, 2026 Compact

Position Value

$939,996

+$164,740 QoQ

Shares Held

2,779

+8.4% QoQ

Ownership

0.000%

of shares outstanding

% of Portfolio

0.21%

of 13F equity value

Holder Rank

#1,599

of 2,990 holders

Holding Since

Mar 2023

11 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Financial Services · as of Jun 30, 2026

Rothschild Wealth LLC holds $11,914,464 across 6 Credit Services names. AXP ranks #3 (7.9% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	MA	Mastercard Inc	13,581	$6,975,201
2	V	Visa Inc.	7,568	$2,596,505
3	AXP	American Express Co This page	2,779	$939,996
4	COF	Capital One Financial Corp	4,027	$807,896
5	EZPW	Ezcorp Inc	9,839	$340,134
6	OMF	OneMain Holdings, Inc.	4,178	$254,732

11 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$939,996	2,779	+8.4%	Shares	Sole	2026-08-11
2026-03-31	$775,256	2,563	+30.4%	Shares	Sole	2026-05-06
2025-09-30	$653,026	1,966	+0.7%	Shares	Sole	2025-11-14
2025-06-30	$622,648	1,952	+13.0%	Shares	Sole	2025-08-14
2025-03-31	$464,918	1,728	+2.2%	Shares	Sole	2025-05-15
2024-12-31	$501,575	1,690	+0.8%	Shares	Sole	2025-02-14
2024-09-30	$454,802	1,677	+1.5%	Shares	Sole	2024-11-14
2024-06-30	$382,752	1,653	+2.1%	Shares	Sole	2024-08-13
2024-03-31	$368,630	1,619	-8.3%	Shares	Sole	2024-05-15
2023-06-30	$307,463	1,765	-2.1%	Shares	Sole	2023-08-14
2023-03-31	$297,239	1,802	—	Shares	Sole	2023-05-16
No filing history on record for this holder in this stock.