BNC WEALTH MANAGEMENT, LLC

Position in AXP — American Express Co

CIK 1821549 BEAVERTON, OR

Position in AXP

as of Jun 30, 2026 · filed Jul 21, 2026 Compact

Position Value

$5,799,296

+$732,152 QoQ

Shares Held

17,145

+2.3% QoQ

Ownership

0.003%

of shares outstanding

% of Portfolio

1.52%

of 13F equity value

Holder Rank

#756

of 2,990 holders

Holding Since

Sep 2020

22 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Financial Services · as of Jun 30, 2026

BNC WEALTH MANAGEMENT, LLC holds $6,889,959 across 4 Credit Services names. AXP ranks #1 (84.2% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	AXP	American Express Co This page	17,145	$5,799,296
2	V	Visa Inc.	1,736	$595,604
3	MA	Mastercard Inc	772	$396,499
4	WU	Western Union CO	12,800	$98,560

22 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$5,799,296	17,145	+2.3%	Shares	Sole	2026-07-21
2026-03-31	$5,067,144	16,752	+1.8%	Shares	Sole	2026-04-13
2025-12-31	$6,088,637	16,458	+2.5%	Shares	Sole	2026-01-22
2025-09-30	$5,335,153	16,062	+2.6%	Shares	Sole	2025-10-10
2025-06-30	$4,993,631	15,655	+3.9%	Shares	Sole	2025-07-15
2025-03-31	$4,053,507	15,066	+1.1%	Shares	Sole	2025-04-16
2024-12-31	$4,423,358	14,904	+5.1%	Shares	Sole	2025-01-15
2024-09-30	$3,845,344	14,179	+4.4%	Shares	Sole	2024-10-31
2024-06-30	$3,143,754	13,577	+12.6%	Shares	Sole	2024-08-05
2024-03-31	$2,746,624	12,063	+2.2%	Shares	Sole	2024-04-16
2023-12-31	$2,210,612	11,800	+6.2%	Shares	Sole	2024-01-09
2023-09-30	$1,657,351	11,109	+2.2%	Shares	Sole	2023-10-25
2023-06-30	$1,893,031	10,867	+488.4%	Shares	Sole	2023-07-28
2023-03-31	$304,662	1,847	-20.5%	Shares	Sole	2023-04-21
2022-12-31	$343,223	2,323	-66.1%	Shares	Sole	2023-01-23
2022-09-30	$925,752	6,862	-6.2%	Shares	Sole	2022-10-13
2022-06-30	$1,014,559	7,319	+249.4%	Shares	Sole	2022-07-25
2022-03-31	$391,765	2,095	+8.5%	Shares	Sole	2022-04-20
2021-12-31	$315,911	1,931	-71.9%	Shares	Sole	2022-01-19
2021-09-30	$1,149,255	6,860	+18.2%	Shares	Sole	2021-10-28
2021-06-30	$959,160	5,805	+7852.1%	Shares	Sole	2021-07-20
2020-09-30	$7,318	73	—	Shares	Sole	2020-11-17
No filing history on record for this holder in this stock.