Roxbury Financial LLC

Position in AXP — American Express Co

CIK 2054149 MOUNT ARLINGTON, NJ

Position in AXP

as of Jun 30, 2026 · filed Jul 1, 2026 Compact

Position Value

$84,900

+$41,343 QoQ

Shares Held

251

+74.3% QoQ

Ownership

0.000%

of shares outstanding

% of Portfolio

0.10%

of 13F equity value

Holder Rank

#2,790

of 2,990 holders

Holding Since

Dec 2024

7 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Financial Services · as of Jun 30, 2026

Roxbury Financial LLC holds $4,141,751 across 4 Credit Services names. AXP ranks #3 (2.0% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	V	Visa Inc.	11,108	$3,811,043
2	COF	Capital One Financial Corp	1,023	$205,234
3	AXP	American Express Co This page	251	$84,900
4	MA	Mastercard Inc	79	$40,574

7 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$84,900	251	+74.3%	Shares	Sole	2026-07-01
2026-03-31	$43,557	144	0.0%	Shares	Sole	2026-04-17
2025-12-31	$53,272	144	+0.7%	Shares	Sole	2026-01-05
2025-09-30	$47,498	143	0.0%	Shares	Sole	2025-10-01
2025-06-30	$45,614	143	-10.1%	Shares	Sole	2025-07-07
2025-03-31	$42,778	159	+0.6%	Shares	Sole	2025-04-09
2024-12-31	$46,892	158	—	Shares	Sole	2025-01-30
No filing history on record for this holder in this stock.