KERR FINANCIAL PLANNING Corp

Position in AXP — American Express Co

CIK 2095947 FRESNO, CA

Position in AXP

as of Jun 30, 2026 · filed Jul 2, 2026 Compact

Position Value

$115,343

+$7,963 QoQ

Shares Held

341

-3.9% QoQ

Ownership

0.000%

of shares outstanding

% of Portfolio

0.21%

of 13F equity value

Holder Rank

#2,770

of 2,990 holders

Holding Since

Sep 2025

4 quarters on record

Voting authority Sole 100% Shared 0% None 0%

Financial Services · as of Jun 30, 2026

KERR FINANCIAL PLANNING Corp holds $293,449 across 5 Credit Services names. AXP ranks #1 (39.3% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	AXP	American Express Co This page	341	$115,343
2	V	Visa Inc.	320	$109,788
3	COF	Capital One Financial Corp	271	$54,368
4	PYPL	PayPal Holdings, Inc.	200	$8,636
5	UPST	Upstart Holdings, Inc.	150	$5,314

4 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$115,343	341	-3.9%	Shares	Sole	2026-07-02
2026-03-31	$107,380	355	+3.5%	Shares	Sole	2026-04-29
2025-12-31	$126,892	343	-0.3%	Shares	Sole	2026-02-10
2025-09-30	$114,263	344	—	Shares	Sole	2025-11-25
No filing history on record for this holder in this stock.