Advyzon Investment Management, LLC

Position in AXP — American Express Co

CIK 2011872 LISLE, IL

Position in AXP

as of Mar 31, 2026 · filed May 12, 2026 Compact

Position Value

$848,758

+$82,222 QoQ

Shares Held

2,806

+35.4% QoQ

Ownership

0.000%

of shares outstanding

% of Portfolio

0.23%

of 13F equity value

Holder Rank

—

not a current holder

Holding Since

Mar 2025

5 quarters on record

Voting authority Sole 0.ToString("F0")% Shared 0.ToString("F0")% None 100.ToString("F0")%

Financial Services · as of Mar 31, 2026

Advyzon Investment Management, LLC holds $5,643,843 across 5 Credit Services names. AXP ranks #3 (15.0% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	V	Visa Inc.	7,256	$2,193,052
2	MA	Mastercard Inc	2,265	$1,131,729
3	AXP	American Express Co This page	2,806	$848,758
4	COF	Capital One Financial Corp	4,568	$833,339
5	PRAA	Pra Group Inc	36,398	$636,965

5 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
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.