Kestra Advisory Services, LLC

Position in AXP — American Express Co

CIK 1830819 AUSTIN, TX

Position in AXP

as of Jun 30, 2026 · filed Jul 28, 2026 Compact

Position Value

$27,705,381

+$4,964,330 QoQ

Shares Held

81,908

+8.9% QoQ

Ownership

0.012%

of shares outstanding

% of Portfolio

0.21%

of 13F equity value

Holder Rank

#349

of 2,990 holders

Holding Since

Sep 2020

24 quarters on record

Financial Services · as of Jun 30, 2026

Kestra Advisory Services, LLC holds $198,884,474 across 17 Credit Services names. AXP ranks #3 (13.9% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	V	Visa Inc.	301,198	$103,338,021
2	MA	Mastercard Inc	84,523	$43,411,012
3	AXP	American Express Co This page	81,908	$27,705,381
4	COF	Capital One Financial Corp	49,919	$10,014,749
5	SOFI	SoFi Technologies, Inc.	219,568	$3,936,854
6	PYPL	PayPal Holdings, Inc.	71,450	$3,085,211
7	OPFI	OppFi Inc.	189,253	$1,879,282
8	UPST	Upstart Holdings, Inc.	36,838	$1,305,170

24 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$27,705,381	81,908	+8.9%	Shares	Sole	2026-07-28
2026-03-31	$22,741,051	75,182	+8.8%	Shares	Sole	2026-04-30
2025-12-31	$25,573,903	69,128	+4.3%	Shares	Sole	2026-02-13
2025-09-30	$22,018,886	66,290	+13.5%	Shares	Sole	2025-11-14
2025-06-30	$18,627,156	58,396	+1.1%	Shares	Sole	2025-08-15
2025-03-31	$15,536,023	57,744	+1.9%	Shares	Sole	2025-05-14
2024-12-31	$16,820,276	56,674	-28.3%	Shares	Sole	2025-02-10
2024-09-30	$21,427,512	79,010	-13.0%	Shares	Sole	2024-11-13
2024-06-30	$21,027,055	90,810	+53.4%	Shares	Sole	2024-08-14
2024-03-31	$13,480,841	59,207	+10.8%	Shares	Sole	2024-05-15
2023-12-31	$10,012,011	53,443	+10.2%	Shares	Sole	2024-02-14
2023-09-30	$7,236,759	48,507	+12.0%	Shares	Sole	2023-11-13
2023-06-30	$7,547,040	43,324	+11.7%	Shares	Sole	2023-08-11
2023-03-31	$6,395,111	38,770	-32.6%	Shares	Sole	2023-05-12
2022-12-31	$8,495,625	57,500	+2.2%	Shares	Sole	2023-01-31
2022-09-30	$7,588,687	56,250	+10.8%	Shares	Sole	2022-11-01
2022-06-30	$7,037,182	50,766	+19.3%	Shares	Sole	2022-08-12
2022-03-31	$7,956,102	42,546	-2.1%	Shares	Sole	2022-07-20
2021-12-31	$7,109,238	43,455	-54.1%	Shares	Sole	2022-07-25
2021-09-30	$15,868,274	94,719	+112.5%	Shares	Sole	2022-07-25
2021-06-30	$7,366,449	44,583	+5.2%	Shares	Sole	2022-07-26
2021-03-31	$5,992,671	42,369	-49.8%	Shares	Sole	2022-07-27
2020-12-31	$10,211,937	84,459	+276.4%	Shares	Sole	2022-07-28
2020-09-30	$2,249,509	22,439	—	Shares	Sole	2022-07-29
No filing history on record for this holder in this stock.