JACOBS & CO/CA

Position in AXP — American Express Co

CIK 1055544 SAN FRANCISCO, CA

Position in AXP

as of Jun 30, 2026 · filed Jul 9, 2026 Compact

Position Value

$11,347,272

+$964,344 QoQ

Shares Held

33,547

-2.3% QoQ

Ownership

0.005%

of shares outstanding

% of Portfolio

1.03%

of 13F equity value

Holder Rank

#549

of 2,990 holders

Holding Since

Mar 2020

26 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Financial Services · as of Jun 30, 2026

JACOBS & CO/CA holds $39,865,427 across 3 Credit Services names. AXP ranks #2 (28.5% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	V	Visa Inc.	82,368	$28,259,637
2	AXP	American Express Co This page	33,547	$11,347,272
3	PYPL	PayPal Holdings, Inc.	5,987	$258,518

26 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$11,347,272	33,547	-2.3%	Shares	Sole	2026-07-09
2026-03-31	$10,382,928	34,326	+0.4%	Shares	Sole	2026-04-07
2025-12-31	$12,653,399	34,203	-2.3%	Shares	Sole	2026-01-05
2025-09-30	$11,634,236	35,026	-1.7%	Shares	Sole	2025-10-01
2025-06-30	$11,360,153	35,614	+0.3%	Shares	Sole	2025-07-02
2025-03-31	$9,555,041	35,514	-1.1%	Shares	Sole	2025-04-03
2024-12-31	$10,654,464	35,899	-6.3%	Shares	Sole	2025-01-10
2024-09-30	$10,390,214	38,312	-3.5%	Shares	Sole	2024-10-01
2024-06-30	$9,193,692	39,705	-1.9%	Shares	Sole	2024-07-12
2024-03-31	$9,217,574	40,483	-0.8%	Shares	Sole	2024-04-12
2023-12-31	$7,644,970	40,808	+5.0%	Shares	Sole	2024-01-18
2023-09-30	$5,798,120	38,864	+5.4%	Shares	Sole	2023-10-13
2023-06-30	$6,426,238	36,890	+6.7%	Shares	Sole	2023-07-11
2023-03-31	$5,702,486	34,571	-2.6%	Shares	Sole	2023-04-17
2022-12-31	$5,246,159	35,507	-0.3%	Shares	Sole	2023-01-13
2022-09-30	$4,802,930	35,601	0.0%	Shares	Sole	2022-10-11
2022-06-30	$4,935,010	35,601	-10.3%	Shares	Sole	2022-07-19
2022-03-31	$7,425,770	39,710	-0.9%	Shares	Sole	2022-04-14
2021-12-31	$6,553,816	40,060	+2.1%	Shares	Sole	2022-01-21
2021-09-30	$6,573,039	39,235	-0.2%	Shares	Sole	2021-10-13
2021-06-30	$6,497,174	39,322	-3.3%	Shares	Sole	2021-07-15
2021-03-31	$5,754,062	40,682	-1.0%	Shares	Sole	2021-04-05
2020-12-31	$4,970,005	41,105	+0.2%	Shares	Sole	2021-01-12
2020-09-30	$4,113,257	41,030	+2.0%	Shares	Sole	2020-12-03
2020-06-30	$3,827,801	40,208	+2.8%	Shares	Sole	2020-07-09
2020-03-31	$3,349,320	39,123	—	Shares	Sole	2020-04-13
No filing history on record for this holder in this stock.