ARCADIA INVESTMENT MANAGEMENT CORP/MI

Position in AXP — American Express Co

CIK 1016972 KALAMAZOO, MI

Position in AXP

as of Mar 31, 2026 · filed Apr 22, 2026 Compact

Position Value

$6,044,155

-$1,594,942 QoQ

Shares Held

19,982

-3.2% QoQ

Ownership

0.003%

of shares outstanding

% of Portfolio

1.08%

of 13F equity value

Holder Rank

—

not a current holder

Holding Since

Mar 2020

25 quarters on record

Voting authority Sole 99% Shared 0% None 1%

Financial Services · as of Mar 31, 2026

ARCADIA INVESTMENT MANAGEMENT CORP/MI holds $23,269,885 across 4 Credit Services names. AXP ranks #2 (26.0% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	V	Visa Inc.	56,402	$17,046,940
2	AXP	American Express Co This page	19,982	$6,044,155
3	MA	Mastercard Inc	356	$177,878
4	COF	Capital One Financial Corp	5	$912

25 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-03-31	$6,044,155	19,982	-3.2%	Shares	Sole	2026-04-22
2025-12-31	$7,639,097	20,649	-12.2%	Shares	Sole	2026-02-10
2025-09-30	$7,808,749	23,509	-0.8%	Shares	Sole	2025-10-27
2025-06-30	$7,557,912	23,694	-1.7%	Shares	Sole	2025-08-08
2025-03-31	$6,483,835	24,099	-5.0%	Shares	Sole	2025-04-30
2024-12-31	$7,528,078	25,365	-1.8%	Shares	Sole	2025-02-03
2024-09-30	$7,006,180	25,834	+0.6%	Shares	Sole	2024-10-29
2024-06-30	$5,948,519	25,690	-1.1%	Shares	Sole	2024-08-05
2024-03-31	$5,914,247	25,975	-7.8%	Shares	Sole	2024-04-23
2023-12-31	$5,276,243	28,164	-10.5%	Shares	Sole	2024-02-07
2023-09-30	$4,692,920	31,456	-0.1%	Shares	Sole	2023-10-23
2023-06-30	$5,486,603	31,496	-17.1%	Shares	Sole	2023-07-24
2023-03-31	$6,266,780	37,992	-6.3%	Shares	Sole	2023-05-05
2022-12-31	$5,993,922	40,568	-2.1%	Shares	Sole	2023-02-08
2022-09-30	$5,588,107	41,421	-4.4%	Shares	Sole	2022-10-19
2022-06-30	$6,003,216	43,307	+0.9%	Shares	Sole	2022-07-21
2022-03-31	$8,024,544	42,912	-1.3%	Shares	Sole	2022-04-28
2021-12-31	$7,112,837	43,477	-2.9%	Shares	Sole	2022-02-09
2021-09-30	$7,504,171	44,793	+5.2%	Shares	Sole	2021-11-10
2021-06-30	$7,034,997	42,577	-1.8%	Shares	Sole	2021-08-02
2021-03-31	$6,134,677	43,373	-8.4%	Shares	Sole	2021-04-30
2020-12-31	$5,724,725	47,347	-7.6%	Shares	Sole	2021-02-11
2020-09-30	$5,134,504	51,217	+10.4%	Shares	Sole	2020-11-12
2020-06-30	$4,417,470	46,402	+93.9%	Shares	Sole	2020-08-11
2020-03-31	$2,048,304	23,926	—	Shares	Sole	2020-05-13
No filing history on record for this holder in this stock.