Legacy Wealth Advisors, LLC

Position in AXP — American Express Co

CIK 2111463 NORTH MIAMI BEACH, FL

Position in AXP

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

Position Value

$239,819

New position

Shares Held

709

first reported quarter

Ownership

0.000%

of shares outstanding

% of Portfolio

0.18%

of 13F equity value

Holder Rank

#2,544

of 2,990 holders

Holding Since

Jun 2026

1 quarter on record

Voting authority Sole 0% Shared 0% None 100%

Financial Services · as of Jun 30, 2026

Legacy Wealth Advisors, LLC holds $2,462,649 across 5 Credit Services names. AXP ranks #5 (9.7% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	V	Visa Inc.	3,169	$1,087,252
2	MA	Mastercard Inc	1,173	$602,452
3	COF	Capital One Financial Corp	1,411	$283,074
4	SYF	Synchrony Financial	3,288	$250,052
5	AXP	American Express Co This page	709	$239,819

1 filing row on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$239,819	709	—	Shares	Sole	2026-08-14
No filing history on record for this holder in this stock.