SageView Advisory Group, LLC

Position in AXP — American Express Co

CIK 1914558 NEWPORT BEACH, CA

Position in AXP

as of Jun 30, 2026 · filed Aug 10, 2026 Compact

Position Value

$1,518,066

+$142,387 QoQ

Shares Held

4,488

-1.3% QoQ

Ownership

0.001%

of shares outstanding

% of Portfolio

0.20%

of 13F equity value

Holder Rank

#1,336

of 2,990 holders

Holding Since

Dec 2022

15 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Financial Services · as of Jun 30, 2026

SageView Advisory Group, LLC holds $11,170,234 across 6 Credit Services names. AXP ranks #4 (13.6% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	V	Visa Inc.	14,778	$5,070,184
2	MA	Mastercard Inc	4,807	$2,468,875
3	COF	Capital One Financial Corp	7,814	$1,567,644
4	AXP	American Express Co This page	4,488	$1,518,066
5	OMF	OneMain Holdings, Inc.	4,607	$280,888
6	SYF	Synchrony Financial	3,479	$264,577

15 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$1,518,066	4,488	-1.3%	Shares	Sole	2026-08-10
2026-03-31	$1,375,679	4,548	-1.4%	Shares	Sole	2026-08-10
2025-12-31	$1,706,949	4,614	-35.3%	Shares	Sole	2026-02-17
2025-09-30	$2,368,300	7,130	+0.1%	Shares	Sole	2025-11-13
2025-06-30	$2,273,051	7,126	-6.8%	Shares	Sole	2025-08-13
2025-03-31	$2,057,156	7,646	-11.1%	Shares	Sole	2025-05-19
2024-12-31	$2,551,206	8,596	+2.6%	Shares	Sole	2025-02-13
2024-09-30	$2,272,113	8,378	-23.6%	Shares	Sole	2024-11-14
2024-06-30	$2,538,251	10,962	+26.5%	Shares	Sole	2024-08-15
2024-03-31	$1,972,477	8,663	-20.7%	Shares	Other	2024-05-09
2023-12-31	$2,046,502	10,924	+121.7%	Shares	Sole	2024-03-06
2023-09-30	$735,058	4,927	-23.4%	Shares	Other	2023-11-03
2023-06-30	$1,120,976	6,435	-15.5%	Shares	Sole	2023-08-11
2023-03-31	$1,255,433	7,611	+23.2%	Shares	Other	2023-05-02
2022-12-31	$912,651	6,177	—	Shares	Other	2023-02-15
No filing history on record for this holder in this stock.