AMG National Trust Bank
BankPosition in AXP — American Express Co
CIK 1388829
GREENWOOD VILLAGE, CO
Position in AXP
as of Jun 30, 2026
· filed Aug 7, 2026
Position Value
$8,376,084
-$1,482,041 QoQ
Shares Held
24,763
-24.0% QoQ
Ownership
0.004%
of shares outstanding
% of Portfolio
0.41%
of 13F equity value
Holder Rank
#626
of 2,990 holders
Holding Since
Jun 2020
25 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in AXP Over Time
Shares Held
Position Value (USD)
Position in Credit Services
Financial Services · as of Jun 30, 2026AMG National Trust Bank holds $16,260,825 across 3 Credit Services names. AXP ranks #1 (51.5% of the industry book) .
All Filings in AXP
Export CSV
25 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $8,376,084 | 24,763 | Shares | Sole | 2026-08-07 | |
| 2026-03-31 | $9,858,125 | 32,591 | Shares | Sole | 2026-05-04 | |
| 2025-12-31 | $9,401,539 | 25,413 | Shares | Sole | 2026-01-30 | |
| 2025-09-30 | $8,375,746 | 25,216 | Shares | Sole | 2025-11-10 | |
| 2025-06-30 | $8,038,933 | 25,202 | Shares | Sole | 2025-08-04 | |
| 2025-03-31 | $6,880,415 | 25,573 | Shares | Sole | 2025-05-05 | |
| 2024-12-31 | $7,616,521 | 25,663 | Shares | Sole | 2025-02-07 | |
| 2024-09-30 | $6,948,957 | 25,623 | Shares | Sole | 2024-11-07 | |
| 2024-06-30 | $7,712,235 | 33,307 | Shares | Sole | 2024-07-25 | |
| 2024-03-31 | $5,939,065 | 26,084 | Shares | Sole | 2024-05-06 | |
| 2023-12-31 | $4,777,170 | 25,500 | Shares | Sole | 2024-02-08 | |
| 2023-09-30 | $3,874,464 | 25,970 | Shares | Sole | 2023-11-08 | |
| 2023-06-30 | $4,645,739 | 26,669 | Shares | Sole | 2023-08-03 | |
| 2023-03-31 | $4,446,392 | 26,956 | Shares | Sole | 2023-05-10 | |
| 2022-12-31 | $4,107,154 | 27,798 | Shares | Sole | 2023-02-08 | |
| 2022-09-30 | $4,871,465 | 36,109 | Shares | Sole | 2022-11-04 | |
| 2022-06-30 | $4,017,762 | 28,984 | Shares | Sole | 2022-08-05 | |
| 2022-03-31 | $5,540,810 | 29,630 | Shares | Sole | 2022-05-10 | |
| 2021-12-31 | $5,005,505 | 30,596 | Shares | Sole | 2022-02-04 | |
| 2021-09-30 | $5,318,239 | 31,745 | Shares | Sole | 2021-10-28 | |
| 2021-06-30 | $5,271,663 | 31,905 | Shares | Sole | 2021-08-03 | |
| 2021-03-31 | $4,513,633 | 31,912 | Shares | Sole | 2021-05-11 | |
| 2020-12-31 | $4,973,632 | 41,135 | Shares | Sole | 2021-02-10 | |
| 2020-09-30 | $4,130,300 | 41,200 | Shares | Sole | 2020-10-22 | |
| 2020-06-30 | $3,866,072 | 40,610 | Shares | Sole | 2020-08-13 | |
| No filing history on record for this holder in this stock. | ||||||