Skip to main content

Downshift Financial, LLC

SEC CIK
0002118380
Latest filing
Aug 12, 2026

AXP holding history

American Express Co in every 13F filed by Downshift Financial, LLC, including the quarters it was sold out or no filing was made. Changes compare share counts with the previous calendar quarter.

AXP overviewAll 13F holders of AXPFull Q2 2026 holdings

Shares (Q2 2026)
149
Value
$50.4K
% of portfolio
<0.1%
Quarters held
2
Since Q4 2025
Holdings of AXP by Downshift Financial, LLC, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 2026149$50.4K<0.1%+149NewHolders
Q1 20260$00.0%−1,979−100.0%Sold outHolders
Q4 20251,979$702.7K0.4%–No prior filingHolders