Kestra Investment Management, LLC

Position in AXP — American Express Co

CIK 1962449 AUSTIN, TX

Position in AXP

as of Jun 30, 2026 · filed Aug 5, 2026 Compact

Position Value

$318,969

+$12,651 QoQ

Shares Held

943

+13.9% QoQ

Ownership

0.000%

of shares outstanding

% of Portfolio

0.02%

of 13F equity value

Holder Rank

#2,333

of 2,990 holders

Holding Since

Jun 2024

8 quarters on record

Financial Services · as of Jun 30, 2026

Kestra Investment Management, LLC holds $7,930,904 across 6 Credit Services names. AXP ranks #6 (4.0% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	V	Visa Inc.	7,568	$2,596,505
2	WU	Western Union CO	266,344	$2,050,848
3	MA	Mastercard Inc	3,374	$1,732,886
4	SYF	Synchrony Financial	10,540	$801,567
5	COF	Capital One Financial Corp	2,144	$430,129
6	AXP	American Express Co This page	943	$318,969

8 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$318,969	943	+13.9%	Shares	Sole	2026-08-05
2025-12-31	$306,318	828	-85.0%	Shares	Sole	2026-02-09
2025-09-30	$1,836,180	5,528	+16.5%	Shares	Sole	2025-11-17
2025-06-30	$1,513,560	4,745	0.0%	Shares	Sole	2025-08-15
2025-03-31	$1,276,642	4,745	-18.9%	Shares	Sole	2025-05-16
2024-12-31	$1,735,924	5,849	+49.5%	Shares	Sole	2025-01-31
2024-09-30	$1,060,934	3,912	+19.2%	Shares	Sole	2024-11-14
2024-06-30	$759,945	3,282	—	Shares	Sole	2024-08-28
No filing history on record for this holder in this stock.