MBL Wealth, LLC

Position in AXP — American Express Co

CIK 1845785 CHARLOTTE, NC

Position in AXP

as of Jun 30, 2026 · filed Jul 15, 2026 Compact

Position Value

$703,221

+$24,155 QoQ

Shares Held

2,079

-7.4% QoQ

Ownership

0.000%

of shares outstanding

% of Portfolio

0.15%

of 13F equity value

Holder Rank

#1,785

of 2,990 holders

Holding Since

Mar 2022

12 quarters on record

Voting authority Sole 72% Shared 0% None 28%

Financial Services · as of Jun 30, 2026

MBL Wealth, LLC holds $4,623,956 across 5 Credit Services names. AXP ranks #3 (15.2% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	V	Visa Inc.	7,030	$2,411,922
2	MA	Mastercard Inc	1,840	$945,024
3	AXP	American Express Co This page	2,079	$703,221
4	COF	Capital One Financial Corp	1,804	$361,918
5	OMF	OneMain Holdings, Inc.	3,311	$201,871

12 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$703,221	2,079	-7.4%	Shares	Sole	2026-07-15
2026-03-31	$679,066	2,245	+1.9%	Shares	Sole	2026-04-28
2025-12-31	$815,369	2,204	+43.7%	Shares	Sole	2026-01-21
2025-09-30	$509,533	1,534	-4.7%	Shares	Defined	2025-10-16
2025-06-30	$513,238	1,609	-1.5%	Shares	Defined	2025-07-22
2025-03-31	$439,627	1,634	+2.1%	Shares	Defined	2025-05-21
2024-12-31	$474,864	1,600	-5.7%	Shares	Defined	2025-04-21
2024-09-30	$460,226	1,697	+63.6%	Shares	Defined	2025-01-08
2024-06-30	$240,117	1,037	+1.7%	Shares	Defined	2024-07-19
2024-03-31	$232,243	1,020	-55.5%	Shares	Defined	2024-04-22
2022-06-30	$317,855	2,293	+113.5%	Shares	Defined	2023-01-12
2022-03-31	$200,838	1,074	—	Shares	Sole	2022-05-02
No filing history on record for this holder in this stock.