Root Financial Partners, LLC

Position in AXP — American Express Co

CIK 1977181 ENCINITAS, CA

Position in AXP

as of Jun 30, 2026 · filed Jul 29, 2026 Compact

Position Value

$895,009

+$149,396 QoQ

Shares Held

2,646

+7.3% QoQ

Ownership

0.000%

of shares outstanding

% of Portfolio

0.30%

of 13F equity value

Holder Rank

#1,630

of 2,998 holders

Holding Since

Dec 2024

7 quarters on record

Voting authority Sole 100% Shared 0% None 0%

Financial Services · as of Jun 30, 2026

Root Financial Partners, LLC holds $4,080,451 across 6 Credit Services names. AXP ranks #3 (21.9% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	V	Visa Inc.	4,081	$1,400,150
2	MA	Mastercard Inc	1,789	$918,830
3	AXP	American Express Co This page	2,646	$895,009
4	COF	Capital One Financial Corp	3,144	$630,749
5	SOFI	SoFi Technologies, Inc.	11,640	$208,705
6	HTT	High Templar Tech Ltd	10,550	$27,008

7 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$895,009	2,646	+7.3%	Shares	Sole	2026-07-29
2026-03-31	$745,613	2,465	+22.0%	Shares	Sole	2026-04-24
2025-12-31	$747,668	2,021	-0.1%	Shares	Sole	2026-02-10
2025-09-30	$671,959	2,023	+52.0%	Shares	Sole	2025-10-29
2025-06-30	$424,562	1,331	+63.9%	Shares	Sole	2025-08-11
2025-03-31	$218,468	812	+10.6%	Shares	Sole	2025-04-25
2024-12-31	$217,843	734	—	Shares	Sole	2025-01-30
No filing history on record for this holder in this stock.