Emerald Investment Advisers, LLC

Position in AXP — American Express Co

CIK 2127823 Leola, PA

Position in AXP

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

Position Value

$6,354,026

+$1,098,436 QoQ

Shares Held

18,785

+8.1% QoQ

Ownership

0.003%

of shares outstanding

% of Portfolio

0.44%

of 13F equity value

Holder Rank

#720

of 2,990 holders

Holding Since

Mar 2026

2 quarters on record

Voting authority Sole 100% Shared 0% None 0%

Financial Services · as of Jun 30, 2026

Emerald Investment Advisers, LLC holds $37,307,341 across 5 Credit Services names. AXP ranks #4 (17.0% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	V	Visa Inc.	30,635	$10,510,562
2	ENVA	Enova International, Inc.	41,858	$10,076,476
3	MA	Mastercard Inc	14,930	$7,668,048
4	AXP	American Express Co This page	18,785	$6,354,026
5	ALLY	Ally Financial Inc.	58,721	$2,698,229

2 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$6,354,026	18,785	+8.1%	Shares	Sole	2026-08-12
2026-03-31	$5,255,590	17,375	—	Shares	Sole	2026-05-11
No filing history on record for this holder in this stock.