AVISO WEALTH MANAGEMENT

Position in AXP — American Express Co

CIK 2011802 BELLEVUE, WA

Position in AXP

as of Jun 30, 2026 · filed Aug 5, 2026 Compact

Position Value

$248,952

+$27,537 QoQ

Shares Held

736

+0.5% QoQ

Ownership

0.000%

of shares outstanding

% of Portfolio

0.10%

of 13F equity value

Holder Rank

#2,516

of 2,990 holders

Holding Since

Sep 2024

8 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Financial Services · as of Jun 30, 2026

AVISO WEALTH MANAGEMENT holds $6,346,096 across 4 Credit Services names. AXP ranks #4 (3.9% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	MA	Mastercard Inc	6,561	$3,369,729
2	V	Visa Inc.	6,369	$2,185,140
3	COF	Capital One Financial Corp	2,703	$542,275
4	AXP	American Express Co This page	736	$248,952

8 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$248,952	736	+0.5%	Shares	Sole	2026-08-05
2026-03-31	$221,415	732	-70.2%	Shares	Sole	2026-05-08
2025-12-31	$909,707	2,459	+2.5%	Shares	Sole	2026-02-13
2025-09-30	$796,851	2,399	+0.1%	Shares	Sole	2025-11-14
2025-06-30	$764,595	2,397	+0.5%	Shares	Sole	2025-08-11
2025-03-31	$641,953	2,386	+8.1%	Shares	Sole	2025-05-09
2024-12-31	$655,312	2,208	+0.6%	Shares	Sole	2025-02-12
2024-09-30	$595,284	2,195	—	Shares	Sole	2024-11-07
No filing history on record for this holder in this stock.