Optimize Financial Inc

Position in AXP — American Express Co

CIK 2033266 LAGUNA HILLS, CA

Position in AXP

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

Position Value

$478,523

+$55,556 QoQ

Shares Held

1,582

+19.3% QoQ

Ownership

0.000%

of shares outstanding

% of Portfolio

0.24%

of 13F equity value

Holder Rank

—

not a current holder

Holding Since

Mar 2025

3 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Financial Services · as of Mar 31, 2026

Optimize Financial Inc holds $2,835,556 across 6 Credit Services names. AXP ranks #3 (16.9% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	BFH	Bread Financial Holdings, Inc.	6,596	$493,974
2	ALLY	Ally Financial Inc.	12,513	$490,884
3	AXP	American Express Co This page	1,582	$478,523
4	COF	Capital One Financial Corp	2,537	$462,824
5	MA	Mastercard Inc	912	$455,689
6	V	Visa Inc.	1,501	$453,662

3 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-03-31	$478,523	1,582	+19.3%	Shares	Sole	2026-05-12
2025-06-30	$422,967	1,326	-0.6%	Shares	Sole	2025-08-13
2025-03-31	$358,912	1,334	—	Shares	Sole	2025-05-19
No filing history on record for this holder in this stock.