Tradition Wealth Management, LLC

Position in AXP — American Express Co

CIK 1843010 EDINA, MN

Position in AXP

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

Position Value

$1,053,987

+$134,146 QoQ

Shares Held

3,116

+2.5% QoQ

Ownership

0.000%

of shares outstanding

% of Portfolio

0.20%

of 13F equity value

Holder Rank

#1,542

of 2,990 holders

Holding Since

Dec 2020

23 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Financial Services · as of Jun 30, 2026

Tradition Wealth Management, LLC holds $5,318,615 across 4 Credit Services names. AXP ranks #3 (19.8% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	SOFI	SoFi Technologies, Inc.	104,443	$1,872,662
2	V	Visa Inc.	5,153	$1,767,942
3	AXP	American Express Co This page	3,116	$1,053,987
4	MA	Mastercard Inc	1,215	$624,024

23 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$1,053,987	3,116	+2.5%	Shares	Sole	2026-08-11
2026-03-31	$919,841	3,041	+1.7%	Shares	Sole	2026-05-15
2025-12-31	$1,106,520	2,991	+1.3%	Shares	Sole	2026-02-11
2025-09-30	$980,536	2,952	-5.8%	Shares	Sole	2025-11-13
2025-06-30	$1,000,002	3,135	+1.3%	Shares	Sole	2025-08-12
2025-03-31	$832,440	3,094	+0.7%	Shares	Sole	2025-05-14
2024-12-31	$911,442	3,071	+3.2%	Shares	Sole	2025-02-13
2024-09-30	$807,362	2,977	+0.7%	Shares	Sole	2024-11-14
2024-06-30	$684,693	2,957	+0.3%	Shares	Sole	2024-08-12
2024-03-31	$671,230	2,948	+0.0%	Shares	Sole	2024-05-13
2023-12-31	$552,090	2,947	-1.0%	Shares	Sole	2024-02-12
2023-09-30	$444,287	2,978	+3.0%	Shares	Sole	2023-11-13
2023-06-30	$503,438	2,890	+3.3%	Shares	Sole	2023-08-14
2023-03-31	$461,530	2,798	+4.1%	Shares	Sole	2023-05-12
2022-12-31	$397,299	2,689	+0.3%	Shares	Sole	2023-02-03
2022-09-30	$361,828	2,682	+30.4%	Shares	Sole	2022-11-14
2022-06-30	$285,002	2,056	+0.0%	Shares	Sole	2022-08-02
2022-03-31	$384,285	2,055	-0.1%	Shares	Sole	2022-05-11
2021-12-31	$336,525	2,057	+0.2%	Shares	Sole	2022-02-14
2021-09-30	$343,939	2,053	+6.4%	Shares	Sole	2021-11-12
2021-06-30	$318,893	1,930	+0.1%	Shares	Sole	2021-08-09
2021-03-31	$272,837	1,929	+0.1%	Shares	Sole	2021-05-14
2020-12-31	$233,114	1,928	—	Shares	Sole	2021-02-16
No filing history on record for this holder in this stock.