New England Capital Financial Advisors LLC

Position in AXP — American Express Co

CIK 1964652 MERIDEN, CT

Position in AXP

as of Jun 30, 2026 · filed Jul 27, 2026 Compact

Position Value

$262,143

+$28,024 QoQ

Shares Held

775

+0.1% QoQ

Ownership

0.000%

of shares outstanding

% of Portfolio

0.85%

of 13F equity value

Holder Rank

#2,466

of 2,988 holders

Holding Since

Dec 2022

15 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Financial Services · as of Jun 30, 2026

New England Capital Financial Advisors LLC holds $470,135 across 6 Credit Services names. AXP ranks #1 (55.8% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	AXP	American Express Co This page	775	$262,143
2	V	Visa Inc.	509	$174,632
3	COF	Capital One Financial Corp	81	$16,250
4	MA	Mastercard Inc	24	$12,326
5	PYPL	PayPal Holdings, Inc.	100	$4,318
6	SOFI	SoFi Technologies, Inc.	26	$466

15 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$262,143	775	+0.1%	Shares	Sole	2026-07-27
2026-03-31	$234,119	774	+0.3%	Shares	Sole	2026-04-27
2025-12-31	$285,601	772	-4.1%	Shares	Sole	2026-02-02
2025-09-30	$267,388	805	-1.7%	Shares	Sole	2025-10-22
2025-06-30	$261,244	819	+0.2%	Shares	Sole	2025-08-08
2025-03-31	$219,813	817	+0.1%	Shares	Sole	2025-05-05
2024-12-31	$242,180	816	+0.1%	Shares	Sole	2025-02-04
2024-09-30	$221,028	815	+0.2%	Shares	Sole	2024-10-30
2024-06-30	$188,250	813	+0.1%	Shares	Sole	2024-07-29
2024-03-31	$184,884	812	-56.7%	Shares	Sole	2024-05-02
2023-12-31	$351,262	1,875	-0.2%	Shares	Sole	2024-02-01
2023-09-30	$280,178	1,878	+0.4%	Shares	Sole	2023-11-06
2023-06-30	$325,928	1,871	+0.4%	Shares	Sole	2023-08-02
2023-03-31	$307,466	1,864	+0.3%	Shares	Sole	2023-05-04
2022-12-31	$274,519	1,858	—	Shares	Sole	2023-02-06
No filing history on record for this holder in this stock.