HighPoint Advisor Group LLC

Position in AXP — American Express Co

CIK 1616034 DOWNERS GROVE, IL

Position in AXP

as of Jun 30, 2026 · filed Aug 5, 2026 Compact

Position Value

$1,713,912

+$155,536 QoQ

Shares Held

5,067

-1.6% QoQ

Ownership

0.001%

of shares outstanding

% of Portfolio

0.16%

of 13F equity value

Holder Rank

#1,268

of 2,990 holders

Holding Since

Dec 2020

16 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Financial Services · as of Jun 30, 2026

HighPoint Advisor Group LLC holds $11,997,960 across 4 Credit Services names. AXP ranks #4 (14.3% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	V	Visa Inc.	12,426	$4,263,236
2	MA	Mastercard Inc	6,710	$3,446,256
3	COF	Capital One Financial Corp	12,833	$2,574,556
4	AXP	American Express Co This page	5,067	$1,713,912

16 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$1,713,912	5,067	-1.6%	Shares	Sole	2026-08-05
2026-03-31	$1,558,376	5,152	-1.2%	Shares	Sole	2026-05-14
2025-12-31	$1,929,659	5,216	-83.3%	Shares	Sole	2026-05-14
2025-09-30	$10,405,244	31,326	+1.8%	Shares	Sole	2025-11-05
2025-06-30	$9,815,652	30,772	-1.9%	Shares	Sole	2025-08-07
2025-03-31	$8,441,712	31,376	-0.1%	Shares	Sole	2025-05-05
2024-12-31	$9,323,064	31,413	+3.8%	Shares	Sole	2025-02-12
2024-09-30	$8,209,224	30,270	+4.2%	Shares	Sole	2024-11-04
2024-06-30	$6,728,148	29,057	+0.7%	Shares	Sole	2024-08-08
2024-03-31	$6,573,182	28,869	-1.1%	Shares	Sole	2024-05-14
2023-12-31	$5,469,953	29,198	+9.2%	Shares	Sole	2024-03-26
2022-06-30	$3,707,946	26,749	+23.0%	Shares	Sole	2022-08-15
2021-09-30	$3,641,934	21,739	+3.5%	Shares	Sole	2021-11-15
2021-06-30	$3,469,830	21,000	+18.9%	Shares	Sole	2021-07-29
2021-03-31	$2,497,971	17,661	+2.2%	Shares	Sole	2021-04-12
2020-12-31	$2,088,478	17,273	—	Shares	Sole	2021-02-10
No filing history on record for this holder in this stock.