PlanVest Financial, Inc

Position in AXP — American Express Co

CIK 2135239 GAITHERSBURG, MD

Position in AXP

as of Jun 30, 2026 · filed Aug 10, 2026 Compact

Position Value

$133,608

+$42,864 QoQ

Shares Held

395

+31.7% QoQ

Ownership

0.000%

of shares outstanding

% of Portfolio

0.28%

of 13F equity value

Holder Rank

#2,755

of 2,988 holders

Holding Since

Mar 2026

2 quarters on record

Voting authority Sole 100% Shared 0% None 0%

Financial Services · as of Jun 30, 2026

PlanVest Financial, Inc holds $443,356 across 5 Credit Services names. AXP ranks #2 (30.1% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	V	Visa Inc.	574	$196,933
2	AXP	American Express Co This page	395	$133,608
3	MA	Mastercard Inc	131	$67,281
4	SYF	Synchrony Financial	538	$40,914
5	WU	Western Union CO	600	$4,620

2 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$133,608	395	+31.7%	Shares	Sole	2026-08-10
2026-03-31	$90,744	300	—	Shares	Sole	2026-05-14
No filing history on record for this holder in this stock.