Convergence Investment Partners, LLC

Position in AXP — American Express Co

CIK 1456133 PALM BEACH GARDENS, FL

Position in AXP

as of Jun 30, 2026 · filed Jul 31, 2026 Compact

Position Value

$326,073

+$11,494 QoQ

Shares Held

964

-7.3% QoQ

Ownership

0.000%

of shares outstanding

% of Portfolio

0.03%

of 13F equity value

Holder Rank

#2,323

of 2,990 holders

Holding Since

Jun 2020

24 quarters on record

Voting authority Sole 100% Shared 0% None 0%

Financial Services · as of Jun 30, 2026

Convergence Investment Partners, LLC holds $11,729,974 across 6 Credit Services names. AXP ranks #5 (2.8% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	BFH	Bread Financial Holdings, Inc.	61,375	$6,649,981
2	SYF	Synchrony Financial	48,517	$3,689,717
3	V	Visa Inc.	1,501	$514,978
4	MA	Mastercard Inc	660	$338,976
5	AXP	American Express Co This page	964	$326,073
6	COF	Capital One Financial Corp	1,048	$210,249

24 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$326,073	964	-7.3%	Shares	Sole	2026-07-31
2026-03-31	$314,579	1,040	-4.3%	Shares	Sole	2026-05-07
2025-12-31	$402,135	1,087	-3.3%	Shares	Sole	2026-02-05
2025-09-30	$373,347	1,124	-2.4%	Shares	Sole	2025-11-04
2025-06-30	$367,464	1,152	-3.8%	Shares	Sole	2025-08-01
2025-03-31	$322,052	1,197	-11.8%	Shares	Sole	2025-05-06
2024-12-31	$402,744	1,357	-0.7%	Shares	Sole	2025-01-31
2024-09-30	$370,459	1,366	-74.0%	Shares	Sole	2024-10-29
2024-06-30	$1,217,489	5,258	+301.7%	Shares	Sole	2024-08-01
2024-03-31	$298,046	1,309	-0.5%	Shares	Sole	2024-05-03
2023-12-31	$246,539	1,316	-0.3%	Shares	Sole	2024-02-05
2023-06-30	$229,944	1,320	-4.3%	Shares	Sole	2023-07-26
2023-03-31	$227,466	1,379	-1.0%	Shares	Sole	2023-05-09
2022-12-31	$205,815	1,393	-6.8%	Shares	Sole	2023-02-03
2022-09-30	$201,690	1,495	-47.0%	Shares	Sole	2022-11-08
2022-06-30	$391,047	2,821	+78.0%	Shares	Sole	2022-08-05
2022-03-31	$296,395	1,585	-0.5%	Shares	Sole	2022-04-26
2021-12-31	$260,614	1,593	-3.9%	Shares	Sole	2022-01-25
2021-09-30	$277,764	1,658	-20.3%	Shares	Sole	2021-10-25
2021-06-30	$343,678	2,080	-4.3%	Shares	Sole	2021-07-19
2021-03-31	$307,490	2,174	-1.5%	Shares	Sole	2021-04-30
2020-12-31	$266,848	2,207	+1.0%	Shares	Sole	2021-02-05
2020-09-30	$219,146	2,186	-0.6%	Shares	Sole	2020-10-28
2020-06-30	$209,344	2,199	—	Shares	Sole	2020-07-30
No filing history on record for this holder in this stock.