Callan Family Office, LLC

Family Office

Position in AXP — American Express Co

CIK 1938970 RADNOR, PA

Position in AXP

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

Position Value

$10,027,759

+$1,113,069 QoQ

Shares Held

29,646

+0.6% QoQ

Ownership

0.004%

of shares outstanding

% of Portfolio

0.25%

of 13F equity value

Holder Rank

#573

of 2,944 holders

Holding Since

Dec 2022

10 quarters on record

Voting authority Sole 100% Shared 0% None 0%

Financial Services · as of Jun 30, 2026

Callan Family Office, LLC holds $101,834,954 across 16 Credit Services names. AXP ranks #4 (9.8% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	V	Visa Inc.	141,136	$48,422,350
2	MA	Mastercard Inc	46,509	$23,887,022
3	COF	Capital One Financial Corp	66,417	$13,324,578
4	AXP	American Express Co This page	29,646	$10,027,759
5	FCFS	FirstCash Holdings, Inc.	5,229	$1,131,137
6	PYPL	PayPal Holdings, Inc.	18,926	$817,224
7	OMF	OneMain Holdings, Inc.	12,943	$789,134
8	SYF	Synchrony Financial	9,397	$714,641

10 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$10,027,759	29,646	+0.6%	Shares	Sole	2026-08-11
2026-03-31	$8,914,690	29,472	-5.4%	Shares	Sole	2026-05-13
2025-12-31	$11,524,312	31,151	+39.4%	Shares	Sole	2026-02-12
2025-09-30	$7,420,122	22,339	-4.7%	Shares	Sole	2025-11-04
2025-06-30	$7,474,977	23,434	+86.1%	Shares	Sole	2025-07-24
2025-03-31	$3,387,877	12,592	-6.1%	Shares	Sole	2025-05-13
2024-12-31	$3,981,141	13,414	+629.8%	Shares	Sole	2025-02-07
2023-06-30	$320,179	1,838	-17.2%	Shares	Sole	2023-08-14
2023-03-31	$366,353	2,221	+24.2%	Shares	Sole	2023-05-12
2022-12-31	$264,177	1,788	—	Shares	Sole	2023-02-23
No filing history on record for this holder in this stock.