CAPITAL ADVISORS INC/OK

Position in AXP — American Express Co

CIK 860828 TULSA, OK

Position in AXP

as of Jun 30, 2026 · filed Jul 23, 2026 Compact

Position Value

$420,106

-$297,679 QoQ

Shares Held

1,242

-47.7% QoQ

Ownership

0.000%

of shares outstanding

% of Portfolio

0.01%

of 13F equity value

Holder Rank

#2,132

of 2,990 holders

Holding Since

Mar 2023

13 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Financial Services · as of Jun 30, 2026

CAPITAL ADVISORS INC/OK holds $52,753,815 across 6 Credit Services names. AXP ranks #4 (0.8% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	V	Visa Inc.	145,943	$50,071,583
2	MA	Mastercard Inc	2,161	$1,109,889
3	SOFI	SoFi Technologies, Inc.	28,324	$507,849
4	AXP	American Express Co This page	1,242	$420,106
5	AFRM	Affirm Holdings, Inc.	4,497	$366,730
6	COF	Capital One Financial Corp	1,384	$277,658

13 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$420,106	1,242	-47.7%	Shares	Sole	2026-07-23
2026-03-31	$717,785	2,373	+40.2%	Shares	Sole	2026-04-27
2025-12-31	$626,325	1,693	-4.5%	Shares	Sole	2026-01-15
2025-09-30	$588,587	1,772	-16.3%	Shares	Sole	2025-10-21
2025-06-30	$674,961	2,116	+1.5%	Shares	Sole	2025-07-22
2025-03-31	$560,700	2,084	+3.2%	Shares	Sole	2025-04-29
2024-12-31	$599,219	2,019	-0.6%	Shares	Sole	2025-01-29
2024-09-30	$550,807	2,031	-1.6%	Shares	Sole	2024-10-28
2024-06-30	$477,919	2,064	+5.4%	Shares	Sole	2024-07-31
2024-03-31	$445,817	1,958	+42.7%	Shares	Sole	2024-04-29
2023-12-31	$257,030	1,372	-34.7%	Shares	Sole	2024-01-29
2023-06-30	$366,168	2,102	+71.2%	Shares	Sole	2023-07-18
2023-03-31	$202,558	1,228	—	Shares	Sole	2023-04-19
No filing history on record for this holder in this stock.