Advyzon Investment Management, LLC

Position in AXP — American Express Co

CIK 2011872 LISLE, IL

Position in AXP

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

Position Value

$1,042,147

+$193,389 QoQ

Shares Held

3,081

+9.8% QoQ

Ownership

0.000%

of shares outstanding

% of Portfolio

0.18%

of 13F equity value

Holder Rank

#1,552

of 3,003 holders

Holding Since

Mar 2025

6 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Financial Services · as of Jun 30, 2026

Advyzon Investment Management, LLC holds $6,718,163 across 5 Credit Services names. AXP ranks #4 (15.5% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	V	Visa Inc.	7,807	$2,678,502
2	MA	Mastercard Inc	2,425	$1,245,479
3	COF	Capital One Financial Corp	5,201	$1,043,424
4	AXP	American Express Co This page	3,081	$1,042,147
5	PRAA	Pra Group Inc	37,315	$708,611

6 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$1,042,147	3,081	+9.8%	Shares	Other	2026-08-14
2026-03-31	$848,758	2,806	+35.4%	Shares	Other	2026-05-12
2025-12-31	$766,536	2,072	+69.7%	Shares	Sole	2026-02-13
2025-09-30	$405,567	1,221	+8.7%	Shares	Sole	2025-11-10
2025-06-30	$358,214	1,123	+27.3%	Shares	Sole	2025-08-08
2025-03-31	$237,301	882	—	Shares	Other	2025-05-09
No filing history on record for this holder in this stock.