ProVise Management Group, LLC

Position in AXP — American Express Co

CIK 1305707 CLEARWATER, FL

Position in AXP

as of Jun 30, 2026 · filed Aug 3, 2026 Compact

Position Value

$2,807,475

+$296,891 QoQ

Shares Held

8,300

0.0% QoQ

Ownership

0.001%

of shares outstanding

% of Portfolio

0.32%

of 13F equity value

Holder Rank

#1,043

of 2,990 holders

Holding Since

Mar 2020

26 quarters on record

Voting authority Sole 100% Shared 0% None 0%

Financial Services · as of Jun 30, 2026

ProVise Management Group, LLC holds $22,338,836 across 4 Credit Services names. AXP ranks #2 (12.6% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	V	Visa Inc.	49,212	$16,884,145
2	AXP	American Express Co This page	8,300	$2,807,475
3	MA	Mastercard Inc	4,748	$2,438,572
4	COF	Capital One Financial Corp	1,040	$208,644

26 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$2,807,475	8,300	0.0%	Shares	Sole	2026-08-03
2026-03-31	$2,510,584	8,300	-1.5%	Shares	Sole	2026-05-07
2025-12-31	$3,117,568	8,427	-2.1%	Shares	Sole	2026-01-29
2025-09-30	$2,859,565	8,609	-7.4%	Shares	Sole	2025-11-13
2025-06-30	$2,966,514	9,300	-8.5%	Shares	Sole	2025-08-08
2025-03-31	$2,735,431	10,167	-1.0%	Shares	Sole	2025-05-08
2024-12-31	$3,047,142	10,267	-25.9%	Shares	Sole	2025-02-11
2024-09-30	$3,758,832	13,860	-0.8%	Shares	Sole	2024-11-12
2024-06-30	$3,234,753	13,970	-1.4%	Shares	Sole	2024-08-12
2024-03-31	$3,225,911	14,168	-31.6%	Shares	Sole	2024-05-09
2023-12-31	$3,878,312	20,702	+2.9%	Shares	Sole	2024-02-09
2023-09-30	$3,000,360	20,111	-0.7%	Shares	Sole	2023-11-08
2023-06-30	$3,528,595	20,256	-38.0%	Shares	Sole	2023-08-24
2023-03-31	$5,389,576	32,674	+11.2%	Shares	Sole	2023-05-08
2022-12-31	$4,342,520	29,391	+7.4%	Shares	Sole	2023-02-10
2022-09-30	$3,692,486	27,370	-23.0%	Shares	Sole	2022-11-09
2022-06-30	$4,924,891	35,528	-27.0%	Shares	Sole	2022-08-08
2022-03-31	$9,102,038	48,674	-6.5%	Shares	Sole	2022-04-27
2021-12-31	$8,516,852	52,059	+1.1%	Shares	Sole	2022-01-18
2021-09-30	$8,625,282	51,485	+1.9%	Shares	Sole	2021-10-20
2021-06-30	$8,349,237	50,531	-2.7%	Shares	Sole	2021-08-06
2021-03-31	$7,345,262	51,932	-0.9%	Shares	Sole	2021-04-22
2020-12-31	$6,335,321	52,397	+1.2%	Shares	Sole	2021-01-19
2020-09-30	$5,190,343	51,774	-1.1%	Shares	Sole	2020-10-26
2020-06-30	$4,981,625	52,328	+0.9%	Shares	Sole	2020-08-07
2020-03-31	$4,438,108	51,841	—	Shares	Sole	2020-05-07
No filing history on record for this holder in this stock.