NORTH STAR ASSET MANAGEMENT INC

Position in AXP — American Express Co

CIK 1056559 NEENAH, WI

Position in AXP

as of Jun 30, 2026 · filed Aug 18, 2026 Compact

Position Value

$314,910

+$33,302 QoQ

Shares Held

931

0.0% QoQ

Ownership

0.000%

of shares outstanding

% of Portfolio

0.02%

of 13F equity value

Holder Rank

#2,339

of 2,990 holders

Holding Since

Sep 2021

15 quarters on record

Voting authority Sole 100% Shared 0% None 0%

Financial Services · as of Jun 30, 2026

NORTH STAR ASSET MANAGEMENT INC holds $72,751,085 across 5 Credit Services names. AXP ranks #4 (0.4% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	V	Visa Inc.	141,145	$48,425,437
2	MA	Mastercard Inc	44,559	$22,885,502
3	COF	Capital One Financial Corp	4,398	$882,326
4	AXP	American Express Co This page	931	$314,910
5	AGM	Federal Agricultural Mortgage Corp	1,219	$242,910

15 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$314,910	931	0.0%	Shares	Sole	2026-08-18
2026-03-31	$281,608	931	-1.8%	Shares	Sole	2026-05-06
2025-12-31	$350,712	948	+1.2%	Shares	Sole	2026-02-09
2025-09-30	$311,233	937	0.0%	Shares	Sole	2025-11-10
2025-06-30	$298,884	937	-29.5%	Shares	Sole	2025-08-12
2025-03-31	$357,836	1,330	+1.4%	Shares	Sole	2025-05-08
2024-12-31	$389,388	1,312	0.0%	Shares	Sole	2025-02-19
2024-09-30	$355,814	1,312	+2.6%	Shares	Sole	2024-11-14
2024-06-30	$296,152	1,279	0.0%	Shares	Sole	2024-08-05
2024-03-31	$291,215	1,279	+3.5%	Shares	Sole	2024-05-08
2023-12-31	$231,552	1,236	0.0%	Shares	Sole	2024-02-01
2023-06-30	$215,311	1,236	0.0%	Shares	Sole	2023-08-09
2023-03-31	$203,878	1,236	-0.8%	Shares	Sole	2023-05-10
2022-03-31	$233,002	1,246	+3.8%	Shares	Sole	2022-04-29
2021-09-30	$201,036	1,200	—	Shares	Sole	2021-10-20
No filing history on record for this holder in this stock.