Raleigh Capital Management Inc.

Position in AXP — American Express Co

CIK 1911726 CARY, NC

Position in AXP

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

Position Value

$761,062

+$47,815 QoQ

Shares Held

2,250

-4.6% QoQ

Ownership

0.000%

of shares outstanding

% of Portfolio

0.38%

of 13F equity value

Holder Rank

#1,733

of 2,990 holders

Holding Since

Mar 2022

18 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Financial Services · as of Jun 30, 2026

Raleigh Capital Management Inc. holds $2,843,204 across 6 Credit Services names. AXP ranks #2 (26.8% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	V	Visa Inc.	3,754	$1,287,959
2	AXP	American Express Co This page	2,250	$761,062
3	MA	Mastercard Inc	1,338	$687,196
4	COF	Capital One Financial Corp	528	$105,927
5	AFRM	Affirm Holdings, Inc.	13	$1,060
6	WU	Western Union CO	0	$0

18 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$761,062	2,250	-4.6%	Shares	Sole	2026-07-21
2026-03-31	$713,247	2,358	+26.5%	Shares	Sole	2026-04-28
2025-12-31	$689,586	1,864	-2.2%	Shares	Sole	2026-01-21
2025-09-30	$632,764	1,905	-4.3%	Shares	Sole	2025-11-04
2025-06-30	$634,770	1,990	-8.2%	Shares	Sole	2025-07-17
2025-03-31	$583,300	2,168	-6.7%	Shares	Sole	2025-04-29
2024-12-31	$689,443	2,323	-4.6%	Shares	Sole	2025-01-17
2024-09-30	$660,643	2,436	+4.7%	Shares	Sole	2024-10-21
2024-06-30	$538,585	2,326	+7.6%	Shares	Sole	2024-07-31
2024-03-31	$492,038	2,161	+15.1%	Shares	Sole	2024-05-13
2023-12-31	$351,637	1,877	+6.9%	Shares	Sole	2024-02-21
2023-09-30	$261,977	1,756	+9.6%	Shares	Sole	2023-12-08
2023-06-30	$279,068	1,602	+11.4%	Shares	Sole	2023-07-25
2023-03-31	$237,198	1,438	+16.2%	Shares	Sole	2023-05-22
2022-12-31	$182,766	1,237	+3.2%	Shares	Sole	2023-02-07
2022-09-30	$161,757	1,199	+6.3%	Shares	Sole	2022-11-09
2022-06-30	$156,363	1,128	+23.7%	Shares	Sole	2022-08-30
2022-03-31	$170,544	912	—	Shares	Sole	2022-05-12
No filing history on record for this holder in this stock.