KINGSWOOD WEALTH ADVISORS, LLC

Position in AXP — American Express Co

CIK 1987855 SAN DIEGO, CA

Position in AXP

as of Mar 31, 2026 · filed Apr 28, 2026 Compact

Position Value

$1,104,052

-$185,963 QoQ

Shares Held

3,650

+4.7% QoQ

Ownership

0.001%

of shares outstanding

% of Portfolio

0.10%

of 13F equity value

Holder Rank

—

not a current holder

Holding Since

Dec 2023

10 quarters on record

Voting authority Sole 100.ToString("F0")% Shared 0.ToString("F0")% None 0.ToString("F0")%

Financial Services · as of Mar 31, 2026

KINGSWOOD WEALTH ADVISORS, LLC holds $11,963,340 across 6 Credit Services names. AXP ranks #4 (9.2% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	V	Visa Inc.	17,924	$5,417,349
2	MA	Mastercard Inc	7,104	$3,549,584
3	COF	Capital One Financial Corp	7,949	$1,450,136
4	AXP	American Express Co This page	3,650	$1,104,052
5	SOFI	SoFi Technologies, Inc.	22,826	$362,476
6	FINV	FinVolution Group	16,648	$79,743

10 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-03-31	$1,104,052	3,650	+4.7%	Shares	Sole	2026-04-28
2025-12-31	$1,290,015	3,487	+12.2%	Shares	Sole	2026-01-28
2025-09-30	$1,032,021	3,107	+32.6%	Shares	Sole	2025-10-23
2025-06-30	$747,689	2,344	-8.0%	Shares	Sole	2025-07-23
2025-03-31	$685,270	2,547	-12.3%	Shares	Sole	2025-07-25
2024-12-31	$862,174	2,905	-21.0%	Shares	Sole	2025-01-22
2024-09-30	$997,473	3,678	+34.0%	Shares	Sole	2024-10-21
2024-06-30	$635,373	2,744	-29.2%	Shares	Sole	2024-07-09
2024-03-31	$881,843	3,873	+109.0%	Shares	Sole	2024-04-15
2023-12-31	$347,141	1,853	—	Shares	Sole	2024-01-16
No filing history on record for this holder in this stock.