INSIGNEO ADVISORY SERVICES, LLC

Position in AXP — American Express Co

CIK 1964958 MIAMI, FL

Position in AXP

as of Jun 30, 2026 · filed Aug 14, 2026 Compact

Position Value

$6,968,626

+$3,775,345 QoQ

Shares Held

20,602

+95.2% QoQ

Ownership

0.003%

of shares outstanding

% of Portfolio

0.34%

of 13F equity value

Holder Rank

#684

of 2,990 holders

Holding Since

Dec 2022

15 quarters on record

Voting authority Sole 95% Shared 5% None 0%

Financial Services · as of Jun 30, 2026

INSIGNEO ADVISORY SERVICES, LLC holds $26,671,841 across 6 Credit Services names. AXP ranks #3 (26.1% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	V	Visa Inc.	28,157	$9,660,384
2	MA	Mastercard Inc	14,737	$7,568,923
3	AXP	American Express Co This page	20,602	$6,968,626
4	PYPL	PayPal Holdings, Inc.	32,896	$1,420,449
5	COF	Capital One Financial Corp	2,788	$559,328
6	SOFI	SoFi Technologies, Inc.	27,559	$494,131

15 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$6,968,626	20,602	+95.2%	Shares	Sole	2026-08-14
2026-03-31	$3,193,281	10,557	+8.2%	Shares	Sole	2026-05-12
2025-12-31	$3,608,122	9,753	-1.5%	Shares	Sole	2026-02-12
2025-09-30	$3,290,044	9,905	+5.3%	Shares	Sole	2025-11-12
2025-06-30	$3,001,282	9,409	-9.8%	Shares	Sole	2025-08-12
2025-03-31	$2,805,922	10,429	+2.6%	Shares	Sole	2025-04-18
2024-12-31	$3,016,870	10,165	-14.8%	Shares	Sole	2025-02-13
2024-09-30	$3,233,788	11,924	-5.4%	Shares	Sole	2024-11-15
2024-06-30	$2,919,150	12,607	-10.6%	Shares	Sole	2024-08-14
2024-03-31	$3,212,250	14,108	+18.5%	Shares	Sole	2024-05-15
2023-12-31	$2,231,032	11,909	+38.4%	Shares	Sole	2024-02-14
2023-09-30	$1,283,929	8,606	+3.6%	Shares	Sole	2023-11-14
2023-06-30	$1,447,253	8,308	+112.2%	Shares	Sole	2023-08-14
2023-03-31	$645,944	3,916	+1.2%	Shares	Sole	2023-05-11
2022-12-31	$571,497	3,868	—	Shares	Sole	2023-02-13
No filing history on record for this holder in this stock.