PDS Planning, Inc

Position in AXP — American Express Co

CIK 838618 DUBLIN, OH

Position in AXP

as of Jun 30, 2026 · filed Aug 5, 2026 Compact

Position Value

$1,099,650

+$175,272 QoQ

Shares Held

3,251

+6.4% QoQ

Ownership

0.000%

of shares outstanding

% of Portfolio

0.12%

of 13F equity value

Holder Rank

#1,530

of 2,990 holders

Holding Since

Jun 2021

21 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Financial Services · as of Jun 30, 2026

PDS Planning, Inc holds $9,868,301 across 6 Credit Services names. AXP ranks #3 (11.1% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	V	Visa Inc.	12,513	$4,293,085
2	MA	Mastercard Inc	6,236	$3,202,809
3	AXP	American Express Co This page	3,251	$1,099,650
4	COF	Capital One Financial Corp	3,886	$779,609
5	SYF	Synchrony Financial	3,325	$252,866
6	OMF	OneMain Holdings, Inc.	3,941	$240,282

21 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$1,099,650	3,251	+6.4%	Shares	Sole	2026-08-05
2026-03-31	$924,378	3,056	-1.8%	Shares	Sole	2026-04-22
2025-12-31	$1,151,654	3,113	-7.2%	Shares	Sole	2026-01-26
2025-09-30	$1,114,396	3,355	-0.1%	Shares	Sole	2025-10-21
2025-06-30	$1,071,134	3,358	+4.4%	Shares	Sole	2025-07-24
2025-03-31	$865,533	3,217	+8.4%	Shares	Sole	2025-04-24
2024-12-31	$880,575	2,967	+1.3%	Shares	Sole	2025-02-10
2024-09-30	$794,344	2,929	+0.4%	Shares	Sole	2024-10-30
2024-06-30	$675,662	2,918	+0.1%	Shares	Sole	2024-08-08
2024-03-31	$663,716	2,915	+6.1%	Shares	Sole	2024-05-01
2023-12-31	$514,622	2,747	-7.5%	Shares	Sole	2024-02-01
2023-09-30	$442,945	2,969	+1.9%	Shares	Sole	2023-10-23
2023-06-30	$507,444	2,913	+25.4%	Shares	Sole	2023-07-21
2023-03-31	$383,178	2,323	+32.1%	Shares	Sole	2023-05-02
2022-12-31	$259,744	1,758	+8.3%	Shares	Sole	2023-01-27
2022-09-30	$219,093	1,624	-19.1%	Shares	Sole	2022-11-02
2022-06-30	$278,348	2,008	+7.6%	Shares	Sole	2022-07-15
2022-03-31	$349,129	1,867	+12.1%	Shares	Sole	2022-04-18
2021-12-31	$272,557	1,666	-1.7%	Shares	Sole	2022-01-25
2021-09-30	$283,963	1,695	+10.4%	Shares	Sole	2021-10-22
2021-06-30	$253,628	1,535	—	Shares	Sole	2021-07-26
No filing history on record for this holder in this stock.