Claris Financial LLC

Position in AXP — American Express Co

CIK 2060278 GLEN ALLEN, VA

Position in AXP

as of Mar 31, 2026 · filed May 18, 2026 Compact

Position Value

$354,809

-$78,402 QoQ

Shares Held

1,173

+0.2% QoQ

Ownership

0.000%

of shares outstanding

% of Portfolio

0.41%

of 13F equity value

Holder Rank

—

not a current holder

Holding Since

Dec 2024

6 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Financial Services · as of Mar 31, 2026

Claris Financial LLC holds $2,539,282 across 5 Credit Services names. AXP ranks #3 (14.0% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	V	Visa Inc.	3,748	$1,132,795
2	MA	Mastercard Inc	757	$378,242
3	AXP	American Express Co This page	1,173	$354,809
4	SOFI	SoFi Technologies, Inc.	22,074	$350,535
5	COF	Capital One Financial Corp	1,770	$322,901

6 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-03-31	$354,809	1,173	+0.2%	Shares	Sole	2026-05-18
2025-12-31	$433,211	1,171	+13.0%	Shares	Sole	2026-02-19
2025-09-30	$344,117	1,036	+7.0%	Shares	Sole	2026-04-07
2025-06-30	$308,772	968	+0.4%	Shares	Sole	2025-08-26
2025-03-31	$259,363	964	0.0%	Shares	Sole	2025-06-18
2024-12-31	$286,104	964	—	Shares	Sole	2025-06-17
No filing history on record for this holder in this stock.