Northern Financial Advisors Inc

Position in AXP — American Express Co

CIK 1962457 BLOOMFIELD HILLS, MI

Position in AXP

as of Jun 30, 2026 · filed Jul 28, 2026 Compact

Position Value

$2,924,847

+$306,278 QoQ

Shares Held

8,647

-0.1% QoQ

Ownership

0.001%

of shares outstanding

% of Portfolio

1.98%

of 13F equity value

Holder Rank

#1,022

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

Northern Financial Advisors Inc holds $7,234,460 across 4 Credit Services names. AXP ranks #1 (40.4% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	AXP	American Express Co This page	8,647	$2,924,847
2	V	Visa Inc.	5,963	$2,045,845
3	MA	Mastercard Inc	2,212	$1,136,083
4	COF	Capital One Financial Corp	5,621	$1,127,685

14 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$2,924,847	8,647	-0.1%	Shares	Sole	2026-07-28
2026-03-31	$2,618,569	8,657	+70.3%	Shares	Sole	2026-04-28
2025-12-31	$1,880,825	5,084	-42.2%	Shares	Sole	2026-01-27
2025-09-30	$2,922,011	8,797	+0.1%	Shares	Sole	2025-11-10
2025-06-30	$2,803,196	8,788	-1.0%	Shares	Sole	2025-07-23
2025-03-31	$2,388,356	8,877	-0.2%	Shares	Sole	2025-05-06
2024-12-31	$2,640,540	8,897	-3.2%	Shares	Sole	2025-01-30
2024-09-30	$2,493,141	9,193	+1.0%	Shares	Sole	2024-10-29
2024-06-30	$2,106,873	9,099	-1.4%	Shares	Sole	2024-08-05
2024-03-31	$2,100,440	9,225	+1.0%	Shares	Sole	2024-04-30
2023-12-31	$1,711,912	9,138	+2.8%	Shares	Sole	2024-02-06
2023-09-30	$1,326,149	8,889	-3.4%	Shares	Sole	2023-11-14
2023-06-30	$1,603,336	9,204	+4.6%	Shares	Sole	2023-07-21
2023-03-31	$1,451,230	8,798	—	Shares	Sole	2023-04-27
No filing history on record for this holder in this stock.