UNIVEST FINANCIAL Corp

Position in AXP — American Express Co

CIK 102212 SOUDERTON, PA

Position in AXP

as of Jun 30, 2026 · filed Aug 7, 2026 Compact

Position Value

$13,742,759

+$1,123,295 QoQ

Shares Held

40,629

-2.6% QoQ

Ownership

0.006%

of shares outstanding

% of Portfolio

0.90%

of 13F equity value

Holder Rank

#488

of 2,990 holders

Holding Since

Jun 2020

25 quarters on record

Voting authority Sole 33% Shared 0% None 67%

Financial Services · as of Jun 30, 2026

UNIVEST FINANCIAL Corp holds $48,318,925 across 4 Credit Services names. AXP ranks #2 (28.4% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	V	Visa Inc.	76,949	$26,400,431
2	AXP	American Express Co This page	40,629	$13,742,759
3	MA	Mastercard Inc	14,840	$7,621,824
4	COF	Capital One Financial Corp	2,761	$553,911

25 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$13,742,759	40,629	-2.6%	Shares	Defined	2026-08-07
2026-03-31	$12,619,464	41,720	+1.1%	Shares	Defined	2026-05-01
2025-12-31	$15,271,534	41,280	-2.4%	Shares	Other	2026-02-04
2025-09-30	$14,053,357	42,309	-0.3%	Shares	Other	2025-10-30
2025-06-30	$13,538,467	42,443	+0.1%	Shares	Defined	2025-08-04
2025-03-31	$11,410,140	42,409	-11.0%	Shares	Defined	2025-05-08
2024-12-31	$14,134,326	47,624	-3.7%	Shares	Defined	2025-02-12
2024-09-30	$13,417,348	49,474	+177.4%	Shares	Defined	2024-11-14
2024-06-30	$4,129,693	17,835	-5.5%	Shares	Other	2024-08-05
2024-03-31	$4,298,103	18,877	-12.1%	Shares	Sole	2024-05-08
2023-12-31	$4,021,065	21,464	-0.3%	Shares	Other	2024-02-06
2023-09-30	$3,212,209	21,531	-1.9%	Shares	Sole	2023-11-08
2023-06-30	$3,822,122	21,941	+1.0%	Shares	Other	2023-08-08
2023-03-31	$3,581,723	21,714	-7.5%	Shares	Sole	2023-05-08
2022-12-31	$3,470,056	23,486	-6.9%	Shares	Other	2023-02-10
2022-09-30	$3,403,913	25,231	+0.9%	Shares	Sole	2022-11-04
2022-06-30	$3,466,470	25,007	+0.4%	Shares	Other	2022-08-05
2022-03-31	$4,656,113	24,899	-11.8%	Shares	Other	2022-05-05
2021-12-31	$4,620,063	28,240	-1.4%	Shares	Other	2022-02-08
2021-09-30	$4,796,383	28,630	-0.5%	Shares	Sole	2021-11-12
2021-06-30	$4,756,640	28,788	-7.2%	Shares	Other	2021-07-20
2021-03-31	$4,389,306	31,033	-13.8%	Shares	Sole	2021-04-14
2020-12-31	$4,352,518	35,998	-0.7%	Shares	Other	2021-01-19
2020-09-30	$3,634,262	36,252	-1.1%	Shares	Sole	2020-10-13
2020-06-30	$3,490,602	36,666	—	Shares	Other	2020-07-09
No filing history on record for this holder in this stock.