Curi Capital, LLC

Position in AXP — American Express Co

CIK 1332905 CHICAGO, IL

Position in AXP

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

Position Value

$2,100,531

+$74,824 QoQ

Shares Held

6,210

-7.3% QoQ

Ownership

0.001%

of shares outstanding

% of Portfolio

0.04%

of 13F equity value

Holder Rank

#1,170

of 2,990 holders

Holding Since

Mar 2020

26 quarters on record

Voting authority Sole 39% Shared 0% None 61%

Financial Services · as of Jun 30, 2026

Curi Capital, LLC holds $105,546,471 across 5 Credit Services names. AXP ranks #4 (2.0% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	V	Visa Inc.	235,473	$80,788,431
2	MA	Mastercard Inc	31,625	$16,242,599
3	COF	Capital One Financial Corp	30,740	$6,167,058
4	AXP	American Express Co This page	6,210	$2,100,531
5	PYPL	PayPal Holdings, Inc.	5,740	$247,852

26 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$2,100,531	6,210	-7.3%	Shares	Other	2026-08-14
2026-03-31	$2,025,707	6,697	+7.0%	Shares	Sole	2026-05-15
2025-12-31	$2,314,407	6,256	-3.0%	Shares	Sole	2026-02-17
2025-09-30	$2,143,096	6,452	+2.1%	Shares	Other	2025-11-13
2025-06-30	$2,016,591	6,322	+163.0%	Shares	Sole	2025-08-14
2025-03-31	$646,796	2,404	+43.4%	Shares	Sole	2025-05-15
2024-12-31	$497,716	1,677	-27.1%	Shares	Sole	2025-02-13
2024-09-30	$623,488	2,299	+18.2%	Shares	Sole	2024-11-06
2024-06-30	$450,364	1,945	-52.1%	Shares	Sole	2024-08-13
2024-03-31	$924,649	4,061	+10.3%	Shares	Sole	2024-05-15
2023-12-31	$689,785	3,682	+0.7%	Shares	Sole	2024-02-14
2023-09-30	$545,737	3,658	+10.4%	Shares	Sole	2023-11-13
2023-06-30	$577,124	3,313	+2.5%	Shares	Sole	2023-08-11
2023-03-31	$533,118	3,232	-3.0%	Shares	Sole	2023-05-11
2022-12-31	$492,303	3,332	+2.1%	Shares	Sole	2023-02-14
2022-09-30	$440,211	3,263	+4.2%	Shares	Sole	2022-11-14
2022-06-30	$434,019	3,131	+3.0%	Shares	Sole	2022-08-01
2022-03-31	$568,293	3,039	-36.5%	Shares	Sole	2022-05-06
2021-12-31	$783,480	4,789	0.0%	Shares	Sole	2022-01-26
2021-09-30	$802,301	4,789	-59.7%	Shares	Sole	2021-10-20
2021-06-30	$1,964,584	11,890	0.0%	Shares	Sole	2021-08-13
2021-03-31	$1,681,721	11,890	+9.8%	Shares	Sole	2021-05-12
2020-12-31	$1,309,212	10,828	+28.8%	Shares	Other	2021-02-11
2020-09-30	$842,600	8,405	+15.6%	Shares	Other	2020-11-10
2020-06-30	$692,388	7,273	+5.7%	Shares	Other	2020-08-05
2020-03-31	$589,338	6,884	—	Shares	Other	2020-05-11
No filing history on record for this holder in this stock.