&PARTNERS

Position in AXP — American Express Co

CIK 107136 NASHVILLE, TN

Position in AXP

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

Position Value

$28,749,897

+$2,632,867 QoQ

Shares Held

84,996

-1.6% QoQ

Ownership

0.013%

of shares outstanding

% of Portfolio

0.19%

of 13F equity value

Holder Rank

#341

of 2,984 holders

Holding Since

Sep 2023

12 quarters on record

Voting authority Sole 100% Shared 0% None 0%

Financial Services · as of Jun 30, 2026

&PARTNERS holds $250,375,822 across 13 Credit Services names. AXP ranks #3 (11.5% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	V	Visa Inc.	434,725	$149,149,800
2	MA	Mastercard Inc	94,251	$48,407,313
3	AXP	American Express Co This page	84,996	$28,749,897
4	COF	Capital One Financial Corp	58,220	$11,680,096
5	PYPL	PayPal Holdings, Inc.	86,917	$3,753,076
6	FCFS	FirstCash Holdings, Inc.	10,375	$2,244,320
7	SYF	Synchrony Financial	25,841	$1,965,208
8	ALLY	Ally Financial Inc.	31,023	$1,425,506

12 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$28,749,897	84,996	-1.6%	Shares	Sole	2026-08-14
2026-03-31	$26,117,030	86,343	+3.2%	Shares	Sole	2026-05-15
2025-12-31	$30,945,207	83,647	+35.8%	Shares	Sole	2026-02-17
2025-09-30	$20,453,748	61,578	+45.5%	Shares	Sole	2025-11-14
2025-06-30	$13,502,423	42,330	+9.5%	Shares	Sole	2025-08-14
2025-03-31	$10,403,625	38,668	-9.7%	Shares	Sole	2025-05-15
2024-12-31	$12,705,876	42,811	+36.1%	Shares	Sole	2025-02-14
2024-09-30	$8,529,782	31,452	+85.9%	Shares	Sole	2024-11-14
2024-06-30	$3,918,289	16,922	+37.9%	Shares	Sole	2024-07-24
2024-03-31	$2,794,667	12,274	+12.9%	Shares	Sole	2024-04-11
2023-12-31	$2,036,011	10,868	+1.9%	Shares	Sole	2024-01-09
2023-09-30	$1,590,663	10,662	—	Shares	Sole	2023-10-06
No filing history on record for this holder in this stock.