Concord Wealth Partners

Position in AXP — American Express Co

CIK 1814214 ABINGDON, VA

Position in AXP

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

Position Value

$12,853

-$55,217 QoQ

Shares Held

-79.3% QoQ

Ownership

0.000%

of shares outstanding

% of Portfolio

0.00%

of 13F equity value

Holder Rank

#2,924

of 2,998 holders

Holding Since

Dec 2020

21 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Financial Services · as of Jun 30, 2026

Concord Wealth Partners holds $7,143,115 across 5 Credit Services names. AXP ranks #4 (0.2% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	V	Visa Inc.	11,623	$3,987,735
2	MA	Mastercard Inc	6,058	$3,111,388
3	COF	Capital One Financial Corp	152	$30,494
4	AXP	American Express Co This page	38	$12,853
5	SOFI	SoFi Technologies, Inc.	36	$645

21 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$12,853	38	-79.3%	Shares	Sole	2026-07-27
2025-12-31	$68,070	184	+10.2%	Shares	Sole	2026-01-29
2025-09-30	$55,470	167	0.0%	Shares	Sole	2025-11-05
2025-06-30	$53,269	167	-2.9%	Shares	Sole	2025-07-25
2025-03-31	$46,276	172	0.0%	Shares	Sole	2025-05-02
2024-12-31	$51,047	172	-59.2%	Shares	Sole	2025-01-24
2024-09-30	$114,446	422	+10.5%	Shares	Sole	2024-10-24
2024-06-30	$88,452	382	-18.9%	Shares	Sole	2024-07-31
2024-03-31	$107,241	471	+6.8%	Shares	Sole	2024-04-30
2023-12-31	$82,616	441	-33.0%	Shares	Sole	2024-04-30
2023-09-30	$98,167	658	-9.2%	Shares	Sole	2024-04-30
2023-06-30	$126,295	725	-22.2%	Shares	Sole	2023-08-08
2023-03-31	$153,733	932	-14.5%	Shares	Sole	2023-04-26
2022-12-31	$161,047	1,090	-14.8%	Shares	Sole	2023-01-30
2022-06-30	$177,294	1,279	-0.2%	Shares	Sole	2022-08-04
2022-03-31	$239,734	1,282	-6.2%	Shares	Sole	2022-04-20
2021-12-31	$223,641	1,367	+97.5%	Shares	Sole	2022-01-21
2021-09-30	$115,930	692	-40.7%	Shares	Sole	2021-11-09
2021-06-30	$192,823	1,167	-7.2%	Shares	Sole	2021-07-29
2021-03-31	$177,931	1,258	-8.4%	Shares	Sole	2021-05-13
2020-12-31	$166,130	1,374	—	Shares	Sole	2021-02-16
No filing history on record for this holder in this stock.