Essex Financial Services, Inc.

Position in AXP — American Express Co

CIK 1315785 ESSEX, CT

Position in AXP

as of Jun 30, 2026 · filed Aug 10, 2026 Compact

Position Value

$1,530,919

+$160,080 QoQ

Shares Held

4,526

-0.1% QoQ

Ownership

0.001%

of shares outstanding

% of Portfolio

0.12%

of 13F equity value

Holder Rank

#1,332

of 2,998 holders

Holding Since

Mar 2020

26 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Financial Services · as of Jun 30, 2026

Essex Financial Services, Inc. holds $13,114,253 across 6 Credit Services names. AXP ranks #3 (11.7% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	V	Visa Inc.	22,761	$7,809,071
2	MA	Mastercard Inc	4,152	$2,132,467
3	AXP	American Express Co This page	4,526	$1,530,919
4	COF	Capital One Financial Corp	4,481	$898,978
5	WU	Western Union CO	59,500	$458,150
6	OMF	OneMain Holdings, Inc.	4,669	$284,668

26 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$1,530,919	4,526	-0.1%	Shares	Defined	2026-08-10
2026-03-31	$1,370,839	4,532	+4.4%	Shares	Defined	2026-04-24
2025-12-31	$1,605,213	4,339	+9.6%	Shares	Defined	2026-02-10
2025-09-30	$1,315,353	3,960	-9.2%	Shares	Defined	2025-11-07
2025-06-30	$1,391,071	4,361	+8.1%	Shares	Defined	2025-07-16
2025-03-31	$1,085,885	4,036	+0.2%	Shares	Defined	2025-04-25
2024-12-31	$1,195,470	4,028	+3.2%	Shares	Defined	2025-01-29
2024-09-30	$1,058,764	3,904	-19.1%	Shares	Defined	2024-10-24
2024-06-30	$1,117,923	4,828	+15.8%	Shares	Defined	2024-08-09
2024-03-31	$949,239	4,169	+6.4%	Shares	Sole	2024-04-24
2023-12-31	$734,372	3,920	+2.7%	Shares	Sole	2024-02-06
2023-09-30	$569,309	3,816	+0.7%	Shares	Sole	2023-11-15
2023-06-30	$659,869	3,788	-51.5%	Shares	Sole	2023-08-09
2023-03-31	$1,287,104	7,803	+4.4%	Shares	Sole	2023-05-11
2022-12-31	$1,104,431	7,475	+2.2%	Shares	Sole	2023-02-10
2022-09-30	$986,596	7,313	-6.2%	Shares	Sole	2022-11-07
2022-06-30	$1,080,542	7,795	+8.7%	Shares	Sole	2022-08-01
2022-03-31	$1,341,538	7,174	-29.0%	Shares	Sole	2022-04-21
2021-12-31	$1,653,014	10,104	+0.4%	Shares	Sole	2022-02-11
2021-09-30	$1,685,686	10,062	+182.4%	Shares	Sole	2021-11-10
2021-06-30	$588,714	3,563	0.0%	Shares	Sole	2021-07-30
2021-03-31	$503,950	3,563	+2.9%	Shares	Sole	2021-05-11
2020-12-31	$418,711	3,463	-0.7%	Shares	Sole	2021-02-05
2020-09-30	$349,772	3,489	+10.2%	Shares	Sole	2020-11-10
2020-06-30	$301,308	3,165	-0.7%	Shares	Sole	2020-08-06
2020-03-31	$272,924	3,188	—	Shares	Sole	2020-05-15
No filing history on record for this holder in this stock.