Johnson Financial Group, Inc.

Position in AXP — American Express Co

CIK 1477024 RACINE, WI

Position in AXP

as of Jun 30, 2026 · filed Aug 10, 2026 Compact

Position Value

$337,234

+$12,977 QoQ

Shares Held

997

-7.0% QoQ

Ownership

0.000%

of shares outstanding

% of Portfolio

0.04%

of 13F equity value

Holder Rank

#2,302

of 2,991 holders

Holding Since

Mar 2020

26 quarters on record

Voting authority Sole 100% Shared 0% None 0%

Financial Services · as of Jun 30, 2026

Johnson Financial Group, Inc. holds $14,773,427 across 6 Credit Services names. AXP ranks #4 (2.3% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	V	Visa Inc.	31,551	$10,824,832
2	MA	Mastercard Inc	4,542	$2,332,771
3	COF	Capital One Financial Corp	6,146	$1,233,009
4	AXP	American Express Co This page	997	$337,234
5	PYPL	PayPal Holdings, Inc.	628	$27,116
6	CACC	Credit Acceptance Corp	29	$18,465

26 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$337,234	997	-7.0%	Shares	Defined	2026-08-10
2026-03-31	$324,257	1,072	+26.7%	Shares	Defined	2026-05-07
2025-12-31	$312,977	846	+22.6%	Shares	Defined	2026-02-12
2025-09-30	$229,190	690	+88.5%	Shares	Defined	2025-11-13
2025-06-30	$116,746	366	+30.2%	Shares	Defined	2025-08-13
2025-03-31	$75,603	281	+83.7%	Shares	Defined	2025-05-15
2024-12-31	$45,408	153	-78.0%	Shares	Defined	2025-02-14
2024-09-30	$189,026	697	+590.1%	Shares	Defined	2024-11-13
2024-06-30	$23,386	101	-3.8%	Shares	Defined	2024-08-14
2024-03-31	$23,907	105	-71.8%	Shares	Defined	2024-05-14
2023-12-31	$69,877	373	-5.6%	Shares	Defined	2024-02-09
2023-09-30	$58,929	395	-2.5%	Shares	Defined	2023-11-14
2023-06-30	$70,550	405	+11.0%	Shares	Defined	2023-08-14
2023-03-31	$60,206	365	+137.0%	Shares	Defined	2023-05-12
2022-12-31	$22,753	154	-26.3%	Shares	Defined	2023-02-13
2022-09-30	$28,196	209	-55.5%	Shares	Defined	2022-11-14
2022-06-30	$65,150	470	-26.7%	Shares	Defined	2022-08-15
2022-03-31	$119,867	641	-11.0%	Shares	Defined	2022-05-16
2021-12-31	$117,791	720	-39.6%	Shares	Defined	2022-02-14
2021-09-30	$199,862	1,193	+220.7%	Shares	Defined	2021-11-12
2021-06-30	$61,465	372	0.0%	Shares	Defined	2021-08-13
2021-03-31	$52,615	372	+85.1%	Shares	Defined	2021-05-14
2020-12-31	$24,302	201	+99.0%	Shares	Defined	2021-02-12
2020-09-30	$10,125	101	-94.9%	Shares	Defined	2020-11-12
2020-06-30	$188,115	1,976	-0.2%	Shares	Defined	2020-08-11
2020-03-31	$169,507	1,980	—	Shares	Defined	2020-05-14
No filing history on record for this holder in this stock.