Brookwood Investment Group LLC

Position in AXP — American Express Co

CIK 2066812 PHOENIX, AZ

Position in AXP

as of Jun 30, 2026 · filed Jul 23, 2026 Compact

Position Value

$829,050

+$33,831 QoQ

Shares Held

2,451

-6.8% QoQ

Ownership

0.000%

of shares outstanding

% of Portfolio

0.24%

of 13F equity value

Holder Rank

#1,669

of 2,990 holders

Holding Since

Mar 2025

6 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Financial Services · as of Jun 30, 2026

Brookwood Investment Group LLC holds $4,131,464 across 5 Credit Services names. AXP ranks #2 (20.1% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	V	Visa Inc.	6,381	$2,189,257
2	AXP	American Express Co This page	2,451	$829,050
3	MA	Mastercard Inc	940	$482,784
4	SOFI	SoFi Technologies, Inc.	21,160	$379,398
5	COF	Capital One Financial Corp	1,251	$250,975

6 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$829,050	2,451	-6.8%	Shares	Sole	2026-07-23
2026-03-31	$795,219	2,629	-1.5%	Shares	Sole	2026-05-04
2025-12-31	$987,766	2,670	+7.5%	Shares	Sole	2026-01-22
2025-09-30	$824,753	2,483	-4.4%	Shares	Sole	2025-10-21
2025-06-30	$828,072	2,596	+39.3%	Shares	Sole	2025-08-01
2025-03-31	$501,509	1,864	—	Shares	Sole	2025-05-06
No filing history on record for this holder in this stock.