Downshift Financial, LLC

Position in AXP — American Express Co

CIK 2118380 BOULDER, CO

Position in AXP

as of Jun 30, 2026 · filed Aug 13, 2026 Compact

Position Value

$50,399

-$681,732 QoQ

Shares Held

149

-92.5% QoQ

Ownership

0.000%

of shares outstanding

% of Portfolio

0.16%

of 13F equity value

Holder Rank

#2,839

of 2,990 holders

Holding Since

Dec 2025

2 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Financial Services · as of Jun 30, 2026

Downshift Financial, LLC holds $200,974 across 6 Credit Services names. AXP ranks #3 (25.1% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	V	Visa Inc.	227	$77,881
2	MA	Mastercard Inc	121	$62,145
3	AXP	American Express Co This page	149	$50,399
4	AGM	Federal Agricultural Mortgage Corp	46	$9,166
5	COF	Capital One Financial Corp	5	$1,003
6	SYF	Synchrony Financial	5	$380

2 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$50,399	149	-92.5%	Shares	Sole	2026-08-13
2025-12-31	$732,131	1,979	—	Shares	Sole	2026-03-11
No filing history on record for this holder in this stock.