Pinnacle Holdings, LLC

Position in AXP — American Express Co

CIK 1411784 TULSA, OK

Position in AXP

as of Mar 31, 2026 · filed May 8, 2026 Compact

Position Value

$3,040,528

-$197,274 QoQ

Shares Held

10,052

+14.9% QoQ

Ownership

0.001%

of shares outstanding

% of Portfolio

1.15%

of 13F equity value

Holder Rank

—

not a current holder

Holding Since

Mar 2020

25 quarters on record

Voting authority Sole 100.ToString("F0")% Shared 0.ToString("F0")% None 0.ToString("F0")%

Financial Services · as of Mar 31, 2026

Pinnacle Holdings, LLC holds $6,350,172 across 5 Credit Services names. AXP ranks #1 (47.9% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	AXP	American Express Co This page	10,052	$3,040,528
2	V	Visa Inc.	10,049	$3,037,209
3	MA	Mastercard Inc	400	$199,864
4	FINV	FinVolution Group	9,639	$46,170
5	OPRT	Oportun Financial Corp	5,727	$26,401

25 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-03-31	$3,040,528	10,052	+14.9%	Shares	Sole	2026-05-08
2025-12-31	$3,237,802	8,752	-1.1%	Shares	Sole	2026-02-12
2025-09-30	$2,937,955	8,845	-0.5%	Shares	Sole	2025-11-12
2025-06-30	$2,836,689	8,893	+9.3%	Shares	Sole	2025-08-07
2025-03-31	$2,188,721	8,135	-4.5%	Shares	Sole	2025-05-13
2024-12-31	$2,527,463	8,516	-5.9%	Shares	Sole	2025-02-13
2024-09-30	$2,453,817	9,048	-0.6%	Shares	Other	2024-11-12
2024-06-30	$2,108,494	9,106	-2.6%	Shares	Sole	2024-08-13
2024-03-31	$2,129,129	9,351	-7.7%	Shares	Sole	2024-05-09
2023-12-31	$1,898,878	10,136	-0.8%	Shares	Sole	2024-02-14
2023-09-30	$1,524,125	10,216	-12.7%	Shares	Sole	2023-11-14
2023-06-30	$2,037,965	11,699	+5.4%	Shares	Sole	2023-08-11
2023-03-31	$1,830,120	11,095	-0.3%	Shares	Sole	2023-05-12
2022-12-31	$1,643,866	11,126	-12.7%	Shares	Sole	2023-02-13
2022-09-30	$1,719,293	12,744	+1.0%	Shares	Sole	2022-11-14
2022-06-30	$1,748,829	12,616	+1.1%	Shares	Sole	2022-08-11
2022-03-31	$2,332,825	12,475	+10.6%	Shares	Sole	2022-05-13
2021-12-31	$1,844,753	11,276	+0.2%	Shares	Sole	2022-02-14
2021-09-30	$1,884,377	11,248	-2.5%	Shares	Sole	2021-11-12
2021-06-30	$1,905,597	11,533	-0.5%	Shares	Sole	2021-08-13
2021-03-31	$1,638,723	11,586	-0.2%	Shares	Sole	2021-05-12
2020-12-31	$1,404,248	11,614	-2.1%	Shares	Sole	2021-02-12
2020-09-30	$1,188,864	11,859	-41.0%	Shares	Sole	2020-11-13
2020-06-30	$1,912,377	20,088	+0.9%	Shares	Sole	2020-08-13
2020-03-31	$1,704,409	19,909	—	Shares	Sole	2020-05-14
No filing history on record for this holder in this stock.