Excelsior Advisor Network LLC

Position in AXP — American Express Co

CIK 2110679 SCOTTSDALE, AZ

Position in AXP

as of Jun 30, 2026 · filed Aug 14, 2026 Compact

Position Value

$273,982

+$64,364 QoQ

Shares Held

810

+16.9% QoQ

Ownership

0.000%

of shares outstanding

% of Portfolio

0.05%

of 13F equity value

Holder Rank

#2,436

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

Excelsior Advisor Network LLC holds $4,789,305 across 5 Credit Services names. AXP ranks #4 (5.7% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	MA	Mastercard Inc	3,925	$2,015,880
2	V	Visa Inc.	5,697	$1,954,583
3	PYPL	PayPal Holdings, Inc.	7,345	$317,157
4	AXP	American Express Co This page	810	$273,982
5	COF	Capital One Financial Corp	1,135	$227,703

3 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$273,982	810	+16.9%	Shares	Sole	2026-08-14
2026-03-31	$209,618	693	-3.9%	Shares	Sole	2026-05-15
2025-12-31	$266,733	721	—	Shares	Sole	2026-02-13
No filing history on record for this holder in this stock.