CATALYST FINANCIAL PARTNERS LLC

Position in AXP — American Express Co

CIK 1927537 BOSTON, MA

Position in AXP

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

Position Value

$1,135,505

+$213,546 QoQ

Shares Held

3,357

+10.1% QoQ

Ownership

0.000%

of shares outstanding

% of Portfolio

0.22%

of 13F equity value

Holder Rank

#1,520

of 2,990 holders

Holding Since

Mar 2023

14 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Financial Services · as of Jun 30, 2026

CATALYST FINANCIAL PARTNERS LLC holds $9,631,541 across 5 Credit Services names. AXP ranks #3 (11.8% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	V	Visa Inc.	13,326	$4,572,017
2	MA	Mastercard Inc	5,424	$2,785,766
3	AXP	American Express Co This page	3,357	$1,135,505
4	COF	Capital One Financial Corp	4,215	$845,613
5	SYF	Synchrony Financial	3,848	$292,640

14 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$1,135,505	3,357	+10.1%	Shares	Sole	2026-07-30
2026-03-31	$921,959	3,048	+6.6%	Shares	Sole	2026-05-12
2025-12-31	$1,058,057	2,860	+2.4%	Shares	Sole	2026-02-04
2025-09-30	$927,390	2,792	+3.3%	Shares	Sole	2025-11-12
2025-06-30	$861,883	2,702	+4.6%	Shares	Sole	2025-08-14
2025-03-31	$695,225	2,584	+2.3%	Shares	Sole	2025-05-02
2024-12-31	$749,988	2,527	+1.7%	Shares	Sole	2025-01-30
2024-09-30	$673,660	2,484	+7.9%	Shares	Sole	2024-10-28
2024-06-30	$533,259	2,303	+4.3%	Shares	Sole	2024-07-25
2024-03-31	$502,967	2,209	+11.8%	Shares	Sole	2024-04-23
2023-12-31	$370,183	1,976	+11.2%	Shares	Sole	2024-02-07
2023-09-30	$265,110	1,777	+4.2%	Shares	Sole	2023-10-26
2023-06-30	$297,011	1,705	+24.3%	Shares	Sole	2023-08-02
2023-03-31	$226,311	1,372	—	Shares	Sole	2023-04-11
No filing history on record for this holder in this stock.