OSTERWEIS CAPITAL MANAGEMENT INC
Position in AXP — American Express Co
CIK 1007524
SAN FRANCISCO, CA
Position in AXP
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$512,448
+$54,191 QoQ
Shares Held
1,515
0.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.03%
of 13F equity value
Holder Rank
#2,009
of 2,990 holders
Holding Since
Sep 2022
16 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in AXP Over Time
Shares Held
Position Value (USD)
Position in Credit Services
Financial Services · as of Jun 30, 2026OSTERWEIS CAPITAL MANAGEMENT INC holds $62,156,992 across 3 Credit Services names. AXP ranks #3 (0.8% of the industry book) .
All Filings in AXP
Export CSV
16 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $512,448 | 1,515 | Shares | Sole | 2026-08-14 | |
| 2026-03-31 | $458,257 | 1,515 | Shares | Sole | 2026-05-15 | |
| 2025-12-31 | $564,173 | 1,525 | Shares | Sole | 2026-02-17 | |
| 2025-09-30 | $506,544 | 1,525 | Shares | Sole | 2025-11-14 | |
| 2025-06-30 | $358,214 | 1,123 | Shares | Sole | 2025-08-14 | |
| 2025-03-31 | $232,190 | 863 | Shares | Sole | 2025-06-05 | |
| 2024-12-31 | $254,645 | 858 | Shares | Sole | 2025-06-05 | |
| 2024-09-30 | $232,689 | 858 | Shares | Sole | 2024-11-14 | |
| 2024-06-30 | $198,669 | 858 | Shares | Sole | 2024-08-14 | |
| 2024-03-31 | $223,591 | 982 | Shares | Sole | 2024-05-15 | |
| 2023-12-31 | $183,967 | 982 | Shares | Sole | 2024-02-14 | |
| 2023-09-30 | $146,504 | 982 | Shares | Sole | 2023-11-14 | |
| 2023-06-30 | $171,064 | 982 | Shares | Sole | 2023-08-14 | |
| 2023-03-31 | $161,980 | 982 | Shares | Sole | 2023-05-15 | |
| 2022-12-31 | $145,090 | 982 | Shares | Sole | 2023-02-14 | |
| 2022-09-30 | $132,481 | 982 | Shares | Sole | 2022-11-14 | |
| No filing history on record for this holder in this stock. | ||||||