Stonebrook Private Inc.

Position in AXP — American Express Co

CIK 2008738 NORTHVILLE, MI

Position in AXP

as of Jun 30, 2026 · filed Aug 14, 2026 Compact

Position Value

$1,915,171

+$198,295 QoQ

Shares Held

5,662

-0.2% QoQ

Ownership

0.001%

of shares outstanding

% of Portfolio

0.83%

of 13F equity value

Holder Rank

#1,210

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

Stonebrook Private Inc. holds $4,733,126 across 4 Credit Services names. AXP ranks #1 (40.5% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	AXP	American Express Co This page	5,662	$1,915,171
2	V	Visa Inc.	4,814	$1,651,635
3	MA	Mastercard Inc	1,633	$838,708
4	COF	Capital One Financial Corp	1,633	$327,612

11 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$1,915,171	5,662	-0.2%	Shares	Sole	2026-08-14
2026-03-31	$1,716,876	5,676	+0.1%	Shares	Sole	2026-05-11
2025-12-31	$2,098,356	5,672	+0.5%	Shares	Sole	2026-02-11
2025-09-30	$1,875,375	5,646	+0.1%	Shares	Sole	2025-11-10
2025-06-30	$1,798,409	5,638	+1.3%	Shares	Sole	2025-08-11
2025-03-31	$1,498,070	5,568	+1.0%	Shares	Sole	2025-04-30
2024-12-31	$1,636,203	5,513	+1.0%	Shares	Sole	2025-02-14
2024-09-30	$1,481,023	5,461	-4.4%	Shares	Sole	2024-11-12
2024-06-30	$1,322,613	5,712	+1.0%	Shares	Sole	2024-08-06
2024-03-31	$1,288,042	5,657	+1.3%	Shares	Sole	2024-05-07
2023-12-31	$1,046,481	5,586	—	Shares	Sole	2024-02-13
No filing history on record for this holder in this stock.