DRIVE WEALTH MANAGEMENT, LLC

Position in AXP — American Express Co

CIK 1952781 LEHI, UT

Position in AXP

as of Jun 30, 2026 · filed Jul 22, 2026 Compact

Position Value

$529,698

+$83,844 QoQ

Shares Held

1,566

+6.2% QoQ

Ownership

0.000%

of shares outstanding

% of Portfolio

0.17%

of 13F equity value

Holder Rank

#1,989

of 2,998 holders

Holding Since

Dec 2022

15 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Financial Services · as of Jun 30, 2026

DRIVE WEALTH MANAGEMENT, LLC holds $5,972,617 across 6 Credit Services names. AXP ranks #3 (8.9% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	V	Visa Inc.	8,429	$2,891,905
2	MA	Mastercard Inc	2,806	$1,441,161
3	AXP	American Express Co This page	1,566	$529,698
4	COF	Capital One Financial Corp	2,407	$482,891
5	FCFS	FirstCash Holdings, Inc.	1,540	$333,132
6	SEZL	Sezzle Inc.	1,712	$293,830

15 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$529,698	1,566	+6.2%	Shares	Sole	2026-07-22
2026-03-31	$445,854	1,474	-0.4%	Shares	Other	2026-04-14
2025-12-31	$547,525	1,480	+3.8%	Shares	Other	2026-02-04
2025-09-30	$473,660	1,426	-1.5%	Shares	Sole	2025-10-31
2025-06-30	$461,564	1,447	-0.9%	Shares	Sole	2025-07-30
2025-03-31	$392,812	1,460	-2.3%	Shares	Other	2025-05-07
2024-12-31	$443,701	1,495	+4.6%	Shares	Sole	2025-01-22
2024-09-30	$387,544	1,429	+4.0%	Shares	Other	2024-11-07
2024-06-30	$318,149	1,374	+2.8%	Shares	Sole	2024-08-01
2024-03-31	$304,421	1,337	-25.0%	Shares	Sole	2024-04-22
2023-12-31	$333,839	1,782	+7.1%	Shares	Sole	2024-01-22
2023-09-30	$248,252	1,664	+2.6%	Shares	Sole	2023-10-11
2023-06-30	$282,552	1,622	+5.1%	Shares	Sole	2023-07-14
2023-03-31	$254,517	1,543	+7.8%	Shares	Sole	2023-04-13
2022-12-31	$211,578	1,432	—	Shares	Sole	2023-01-27
No filing history on record for this holder in this stock.