Frazier Financial Advisors, LLC

Position in AXP — American Express Co

CIK 2002745 COLUMBUS, OH

Position in AXP

as of Jun 30, 2026 · filed Aug 10, 2026 Compact

Position Value

$33,486

+$3,238 QoQ

Shares Held

-1.0% QoQ

Ownership

0.000%

of shares outstanding

% of Portfolio

0.04%

of 13F equity value

Holder Rank

#2,872

of 2,990 holders

Holding Since

Dec 2023

11 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Financial Services · as of Jun 30, 2026

Frazier Financial Advisors, LLC holds $494,611 across 6 Credit Services names. AXP ranks #3 (6.8% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	V	Visa Inc.	940	$322,504
2	MA	Mastercard Inc	172	$88,339
3	AXP	American Express Co This page	99	$33,486
4	BFH	Bread Financial Holdings, Inc.	224	$24,270
5	COF	Capital One Financial Corp	112	$22,469
6	UPST	Upstart Holdings, Inc.	100	$3,543

11 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$33,486	99	-1.0%	Shares	Sole	2026-08-10
2026-03-31	$30,248	100	+66.7%	Shares	Sole	2026-05-05
2025-12-31	$22,197	60	+114.3%	Shares	Sole	2026-02-09
2025-09-30	$9,300	28	0.0%	Shares	Sole	2025-10-31
2025-06-30	$8,931	28	0.0%	Shares	Sole	2025-07-28
2025-03-31	$7,533	28	0.0%	Shares	Sole	2025-05-09
2024-12-31	$8,310	28	-31.7%	Shares	Sole	2025-02-12
2024-09-30	$11,119	41	-29.3%	Shares	Sole	2024-11-06
2024-06-30	$13,429	58	0.0%	Shares	Sole	2024-08-12
2024-03-31	$13,206	58	+28.9%	Shares	Sole	2024-05-13
2023-12-31	$8,430	45	—	Shares	Sole	2024-02-09
No filing history on record for this holder in this stock.