ROTHSCHILD INVESTMENT LLC

Position in AXP — American Express Co

CIK 85338 CHICAGO, IL

Position in AXP

as of Mar 31, 2026 · filed May 7, 2026 Compact

Position Value

$2,382,030

-$491,741 QoQ

Shares Held

7,875

+1.4% QoQ

Ownership

0.001%

of shares outstanding

% of Portfolio

0.17%

of 13F equity value

Holder Rank

—

not a current holder

Holding Since

Dec 2023

10 quarters on record

Voting authority Sole 0.ToString("F0")% Shared 0.ToString("F0")% None 100.ToString("F0")%

Financial Services · as of Mar 31, 2026

ROTHSCHILD INVESTMENT LLC holds $20,090,145 across 35 Credit Services names. AXP ranks #3 (11.9% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	V	Visa Inc.	31,964	$9,660,799
2	PYPL	PayPal Holdings, Inc.	67,841	$3,068,448
3	AXP	American Express Co This page	7,875	$2,382,030
4	ALLY	Ally Financial Inc.	42,780	$1,678,259
5	COF	Capital One Financial Corp	7,632	$1,392,305
6	MA	Mastercard Inc	2,542	$1,270,135
7	OMF	OneMain Holdings, Inc.	5,120	$273,868
8	SYF	Synchrony Financial	3,030	$206,100

10 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-03-31	$2,382,030	7,875	+1.4%	Shares	Sole	2026-05-07
2025-12-31	$2,873,771	7,768	+0.3%	Shares	Sole	2026-02-10
2025-09-30	$2,572,579	7,745	-1.2%	Shares	Sole	2025-11-07
2025-06-30	$2,501,441	7,842	-0.7%	Shares	Sole	2025-08-11
2025-03-31	$2,124,418	7,896	-7.5%	Shares	Sole	2025-04-08
2024-12-31	$2,533,993	8,538	-0.5%	Shares	Sole	2025-02-04
2024-09-30	$2,327,980	8,584	-0.5%	Shares	Sole	2024-10-18
2024-06-30	$1,997,581	8,627	+2.4%	Shares	Sole	2024-07-31
2024-03-31	$1,918,743	8,427	+127.6%	Shares	Sole	2024-07-31
2023-12-31	$693,532	3,702	—	Shares	Sole	2024-07-31
No filing history on record for this holder in this stock.