3Chopt Investment Partners, LLC

Position in AXP — American Express Co

CIK 1978521 RICHMOND, VA

Position in AXP

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

Position Value

$2,013,264

+$332,383 QoQ

Shares Held

5,952

+7.1% QoQ

Ownership

0.001%

of shares outstanding

% of Portfolio

0.56%

of 13F equity value

Holder Rank

#1,189

of 2,990 holders

Holding Since

Dec 2022

11 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Financial Services · as of Jun 30, 2026

3Chopt Investment Partners, LLC holds $10,100,912 across 5 Credit Services names. AXP ranks #4 (19.9% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	MA	Mastercard Inc	6,192	$3,180,211
2	V	Visa Inc.	6,053	$2,076,723
3	COF	Capital One Financial Corp	10,346	$2,075,614
4	AXP	American Express Co This page	5,952	$2,013,264
5	SYF	Synchrony Financial	9,929	$755,100

11 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$2,013,264	5,952	+7.1%	Shares	Sole	2026-07-29
2026-03-31	$1,680,881	5,557	-0.6%	Shares	Sole	2026-04-23
2025-12-31	$2,068,020	5,590	-1.9%	Shares	Sole	2026-02-10
2025-09-30	$1,892,647	5,698	-6.3%	Shares	Sole	2025-10-20
2025-06-30	$1,940,674	6,084	-6.3%	Shares	Sole	2025-07-24
2025-03-31	$1,746,403	6,491	+36.6%	Shares	Sole	2025-04-24
2024-06-30	$1,100,557	4,753	+4.6%	Shares	Sole	2024-08-22
2023-12-31	$851,272	4,544	+7.5%	Shares	Sole	2024-02-12
2023-06-30	$736,343	4,227	-4.5%	Shares	Sole	2023-07-26
2023-03-31	$730,233	4,427	+4.1%	Shares	Sole	2023-05-23
2022-12-31	$628,233	4,252	—	Shares	Sole	2023-05-24
No filing history on record for this holder in this stock.