Plante Moran Financial Advisors, LLC
Position in AXP — American Express Co
CIK 1424717
SOUTHFIELD, MI
Position in AXP
as of Jun 30, 2026
· filed Aug 6, 2026
Position Value
$281,085
+$4,921 QoQ
Shares Held
831
-9.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.05%
of 13F equity value
Holder Rank
#2,420
of 2,990 holders
Holding Since
Mar 2020
26 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in AXP Over Time
Shares Held
Position Value (USD)
Position in Credit Services
Financial Services · as of Jun 30, 2026Plante Moran Financial Advisors, LLC holds $976,047 across 19 Credit Services names. AXP ranks #2 (28.8% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | V |
Visa Inc.
|
829 | $284,421 | |
| 2 | AXP |
American Express Co
This page
|
831 | $281,085 | |
| 3 | MA |
Mastercard Inc
|
531 | $272,721 | |
| 4 | COF |
Capital One Financial Corp
|
456 | $91,482 | |
| 5 | ALLY |
Ally Financial Inc.
|
502 | $23,066 | |
| 6 | UPST |
Upstart Holdings, Inc.
|
356 | $12,613 | |
| 7 | SYF |
Synchrony Financial
|
46 | $3,498 | |
| 8 | ENVA |
Enova International, Inc.
|
6 | $1,444 |
All Filings in AXP
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $281,085 | 831 | Shares | Sole | 2026-08-06 | |
| 2026-03-31 | $276,164 | 913 | Shares | Sole | 2026-05-05 | |
| 2025-12-31 | $307,428 | 831 | Shares | Sole | 2026-02-05 | |
| 2025-09-30 | $287,650 | 866 | Shares | Sole | 2025-11-05 | |
| 2025-06-30 | $267,943 | 840 | Shares | Sole | 2025-08-05 | |
| 2025-03-31 | $226,002 | 840 | Shares | Sole | 2025-05-08 | |
| 2024-12-31 | $249,303 | 840 | Shares | Sole | 2025-02-05 | |
| 2024-09-30 | $446,395 | 1,646 | Shares | Sole | 2024-10-30 | |
| 2024-06-30 | $310,277 | 1,340 | Shares | Sole | 2024-08-12 | |
| 2024-03-31 | $314,667 | 1,382 | Shares | Sole | 2024-05-09 | |
| 2023-12-31 | $251,597 | 1,343 | Shares | Sole | 2024-02-05 | |
| 2023-09-30 | $185,890 | 1,246 | Shares | Sole | 2023-11-07 | |
| 2023-06-30 | $209,736 | 1,204 | Shares | Sole | 2023-08-07 | |
| 2023-03-31 | $116,124 | 704 | Shares | Sole | 2023-05-08 | |
| 2022-12-31 | $83,035 | 562 | Shares | Sole | 2023-02-09 | |
| 2022-09-30 | $67,859 | 503 | Shares | Sole | 2022-11-02 | |
| 2022-06-30 | $55,863 | 403 | Shares | Sole | 2022-08-02 | |
| 2022-03-31 | $107,712 | 576 | Shares | Sole | 2022-05-06 | |
| 2021-12-31 | $101,268 | 619 | Shares | Sole | 2022-02-09 | |
| 2021-09-30 | $132,851 | 793 | Shares | Sole | 2021-11-08 | |
| 2021-06-30 | $106,573 | 645 | Shares | Sole | 2021-08-10 | |
| 2021-03-31 | $41,441 | 293 | Shares | Sole | 2021-05-13 | |
| 2020-12-31 | $105,675 | 874 | Shares | Sole | 2021-02-09 | |
| 2020-09-30 | $83,909 | 837 | Shares | Sole | 2020-11-12 | |
| 2020-06-30 | $78,635 | 826 | Shares | Sole | 2020-08-10 | |
| 2020-03-31 | $74,651 | 872 | Shares | Sole | 2020-05-07 | |
| No filing history on record for this holder in this stock. | ||||||