TRITONPOINT WEALTH, LLC

Position in AXP — American Express Co

CIK 2008171 CHEVY CHASE, MD

Position in AXP

as of Jun 30, 2026 · filed Aug 11, 2026 Compact

Position Value

$868,964

+$34,725 QoQ

Shares Held

2,569

-6.9% QoQ

Ownership

0.000%

of shares outstanding

% of Portfolio

0.11%

of 13F equity value

Holder Rank

#1,648

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

TRITONPOINT WEALTH, LLC holds $37,038,811 across 4 Credit Services names. AXP ranks #4 (2.3% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	V	Visa Inc.	51,275	$17,591,939
2	MA	Mastercard Inc	25,639	$13,168,190
3	COF	Capital One Financial Corp	26,965	$5,409,718
4	AXP	American Express Co This page	2,569	$868,964

11 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$868,964	2,569	-6.9%	Shares	Sole	2026-08-11
2026-03-31	$834,239	2,758	+1.0%	Shares	Sole	2026-04-21
2025-12-31	$1,010,703	2,732	-2.5%	Shares	Sole	2026-01-20
2025-09-30	$930,712	2,802	+1.4%	Shares	Sole	2025-10-15
2025-06-30	$881,022	2,762	+3.4%	Shares	Sole	2025-07-17
2025-03-31	$718,363	2,670	-0.5%	Shares	Sole	2025-04-16
2024-12-31	$796,584	2,684	+0.8%	Shares	Sole	2025-01-24
2024-09-30	$722,476	2,664	+3.7%	Shares	Sole	2024-10-28
2024-06-30	$594,851	2,569	-0.7%	Shares	Sole	2024-08-12
2024-03-31	$589,261	2,588	-34.0%	Shares	Sole	2024-04-25
2023-12-31	$734,560	3,921	—	Shares	Sole	2024-01-24
No filing history on record for this holder in this stock.