Ethos Financial Group, LLC

Position in AXP — American Express Co

CIK 1954242 KING OF PRUSSIA, PA

Position in AXP

as of Jun 30, 2026 · filed Aug 7, 2026 Compact

Position Value

$533,082

+$213,361 QoQ

Shares Held

1,576

+49.1% QoQ

Ownership

0.000%

of shares outstanding

% of Portfolio

0.11%

of 13F equity value

Holder Rank

#1,978

of 2,998 holders

Holding Since

Dec 2024

7 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Financial Services · as of Jun 30, 2026

Ethos Financial Group, LLC holds $16,508,143 across 5 Credit Services names. AXP ranks #5 (3.2% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1			3,266,939	$10,160,180
2	V	Visa Inc.	7,643	$2,622,236
3	MA	Mastercard Inc	3,403	$1,747,780
4	COF	Capital One Financial Corp	7,202	$1,444,865
5	AXP	American Express Co This page	1,576	$533,082

7 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$533,082	1,576	+49.1%	Shares	Sole	2026-08-07
2026-03-31	$319,721	1,057	+6.6%	Shares	Sole	2026-05-05
2025-12-31	$366,990	992	+3.5%	Shares	Sole	2026-01-20
2025-09-30	$318,209	958	+3.3%	Shares	Sole	2025-10-23
2025-06-30	$295,694	927	+27.5%	Shares	Sole	2025-08-06
2025-03-31	$195,599	727	0.0%	Shares	Sole	2025-05-13
2024-12-31	$215,766	727	—	Shares	Sole	2025-02-06
No filing history on record for this holder in this stock.