BRADLEY FOSTER & SARGENT INC/CT

Position in AXP — American Express Co

CIK 1015086 HARTFORD, CT

Position in AXP

as of Jun 30, 2026 · filed Aug 14, 2026 Compact

Position Value

$47,994,630

+$6,762,069 QoQ

Shares Held

141,891

+4.1% QoQ

Ownership

0.021%

of shares outstanding

% of Portfolio

0.74%

of 13F equity value

Holder Rank

#247

of 2,990 holders

Holding Since

Mar 2020

25 quarters on record

Voting authority Sole 94% Shared 0% None 6%

Financial Services · as of Jun 30, 2026

BRADLEY FOSTER & SARGENT INC/CT holds $141,878,173 across 5 Credit Services names. AXP ranks #2 (33.8% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	MA	Mastercard Inc	129,385	$66,452,136
2	AXP	American Express Co This page	141,891	$47,994,630
3	V	Visa Inc.	77,584	$26,618,294
4	PYPL	PayPal Holdings, Inc.	13,496	$582,757
5	AGM	Federal Agricultural Mortgage Corp	1,156	$230,356

25 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$47,994,630	141,891	+4.1%	Shares	Sole	2026-08-14
2026-03-31	$41,232,561	136,315	+0.2%	Shares	Sole	2026-05-15
2025-12-31	$50,319,489	136,017	-0.2%	Shares	Sole	2026-02-12
2025-09-30	$45,285,697	136,337	-0.4%	Shares	Sole	2025-11-10
2025-06-30	$43,683,992	136,949	-3.1%	Shares	Sole	2025-08-11
2025-03-31	$38,018,110	141,305	+1.3%	Shares	Sole	2025-05-13
2024-12-31	$41,411,405	139,531	+2.2%	Shares	Sole	2025-02-03
2024-09-30	$37,016,088	136,490	-1.4%	Shares	Sole	2024-11-04
2024-06-30	$32,037,026	138,359	+3.9%	Shares	Sole	2024-08-09
2024-03-31	$30,308,043	133,111	-1.9%	Shares	Sole	2024-05-15
2023-12-31	$25,422,225	135,701	+6.3%	Shares	Sole	2024-02-14
2023-09-30	$19,048,877	127,682	0.0%	Shares	Sole	2023-11-13
2023-06-30	$22,242,204	127,682	+0.4%	Shares	Sole	2023-08-08
2023-03-31	$20,982,629	127,206	+0.3%	Shares	Sole	2023-05-08
2022-12-31	$18,730,710	126,773	-1.4%	Shares	Sole	2023-02-14
2022-09-30	$17,341,061	128,538	+0.1%	Shares	Sole	2022-11-14
2022-06-30	$17,797,421	128,390	-0.9%	Shares	Sole	2022-08-11
2022-03-31	$24,228,655	129,565	+1.0%	Shares	Sole	2022-05-16
2021-12-31	$20,986,771	128,281	+0.7%	Shares	Sole	2022-03-11
2021-09-30	$21,340,473	127,383	-1.4%	Shares	Sole	2021-11-10
2021-06-30	$21,351,185	129,221	-0.5%	Shares	Sole	2021-08-19
2021-03-31	$18,375,743	129,919	-3.3%	Shares	Sole	2021-04-26
2020-12-31	$16,247,523	134,377	+2.5%	Shares	Sole	2021-02-11
2020-09-30	$13,140,469	131,077	-20.0%	Shares	Sole	2020-10-26
2020-03-31	$14,022,404	163,794	—	Shares	Sole	2020-05-07
No filing history on record for this holder in this stock.