Ponta Wealth Partners, LLC

Position in AXP — American Express Co

CIK 2107740 WINTER PARK, FL

Position in AXP

as of Jun 30, 2026 · filed Aug 12, 2026 Compact

Position Value

$345,015

+$82,160 QoQ

Shares Held

1,020

+17.4% QoQ

Ownership

0.000%

of shares outstanding

% of Portfolio

0.24%

of 13F equity value

Holder Rank

#2,269

of 2,990 holders

Holding Since

Dec 2025

3 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Financial Services · as of Jun 30, 2026

Ponta Wealth Partners, LLC holds $3,944,111 across 4 Credit Services names. AXP ranks #4 (8.7% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	V	Visa Inc.	8,159	$2,799,271
2	MA	Mastercard Inc	787	$404,203
3	COF	Capital One Financial Corp	1,972	$395,622
4	AXP	American Express Co This page	1,020	$345,015

3 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$345,015	1,020	+17.4%	Shares	Sole	2026-08-12
2026-03-31	$262,855	869	+25.6%	Shares	Sole	2026-05-11
2025-12-31	$256,005	692	—	Shares	Sole	2026-02-03
No filing history on record for this holder in this stock.