TCV Trust & Wealth Management, Inc.

Position in AXP — American Express Co

CIK 1135439 RICHMOND, VA

Position in AXP

as of Jun 30, 2026 · filed Jul 24, 2026 Compact

Position Value

$954,203

+$117,544 QoQ

Shares Held

2,821

+2.0% QoQ

Ownership

0.000%

of shares outstanding

% of Portfolio

0.11%

of 13F equity value

Holder Rank

#1,588

of 2,998 holders

Holding Since

Dec 2020

23 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Financial Services · as of Jun 30, 2026

TCV Trust & Wealth Management, Inc. holds $24,377,433 across 4 Credit Services names. AXP ranks #2 (3.9% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	V	Visa Inc.	65,459	$22,458,327
2	AXP	American Express Co This page	2,821	$954,203
3	COF	Capital One Financial Corp	2,567	$514,990
4	MA	Mastercard Inc	876	$449,913

23 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$954,203	2,821	+2.0%	Shares	Sole	2026-07-24
2026-03-31	$836,659	2,766	-3.4%	Shares	Sole	2026-04-21
2025-12-31	$1,059,536	2,864	-2.9%	Shares	Sole	2026-01-23
2025-09-30	$979,539	2,949	-3.6%	Shares	Sole	2025-10-23
2025-06-30	$976,078	3,060	+122.4%	Shares	Sole	2025-07-11
2025-03-31	$370,212	1,376	-7.1%	Shares	Sole	2025-04-24
2024-12-31	$439,545	1,481	0.0%	Shares	Sole	2025-01-29
2024-09-30	$401,647	1,481	-6.3%	Shares	Sole	2024-10-24
2024-06-30	$366,080	1,581	-7.8%	Shares	Sole	2024-07-26
2024-03-31	$390,260	1,714	0.0%	Shares	Sole	2024-04-16
2023-12-31	$321,100	1,714	-1.7%	Shares	Sole	2024-01-25
2023-09-30	$260,187	1,744	0.0%	Shares	Sole	2023-10-19
2023-06-30	$303,804	1,744	0.0%	Shares	Sole	2023-07-31
2023-03-31	$287,672	1,744	+15.4%	Shares	Sole	2023-04-21
2022-12-31	$223,250	1,511	-1.2%	Shares	Sole	2023-02-01
2022-09-30	$206,277	1,529	-15.2%	Shares	Sole	2022-11-14
2022-06-30	$249,931	1,803	+19.6%	Shares	Sole	2022-07-22
2022-03-31	$281,996	1,508	0.0%	Shares	Sole	2022-04-21
2021-12-31	$246,708	1,508	-2.1%	Shares	Sole	2022-01-26
2021-09-30	$257,995	1,540	+6.1%	Shares	Sole	2021-10-27
2021-06-30	$239,748	1,451	0.0%	Shares	Sole	2021-08-02
2021-03-31	$205,229	1,451	-19.4%	Shares	Sole	2021-05-07
2020-12-31	$217,758	1,801	—	Shares	Sole	2021-02-02
No filing history on record for this holder in this stock.