NorthRock Partners, LLC

Position in AXP — American Express Co

CIK 1632097 MINNEAPOLIS, MN

Position in AXP

as of Jun 30, 2026 · filed Aug 11, 2026 Compact

Position Value

$4,847,799

+$674,483 QoQ

Shares Held

14,332

+3.9% QoQ

Ownership

0.002%

of shares outstanding

% of Portfolio

0.27%

of 13F equity value

Holder Rank

#821

of 2,990 holders

Holding Since

Mar 2020

26 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Financial Services · as of Jun 30, 2026

NorthRock Partners, LLC holds $20,256,342 across 5 Credit Services names. AXP ranks #2 (23.9% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	V	Visa Inc.	32,675	$11,210,465
2	AXP	American Express Co This page	14,332	$4,847,799
3	MA	Mastercard Inc	4,678	$2,402,620
4	COF	Capital One Financial Corp	6,279	$1,259,692
5	SOFI	SoFi Technologies, Inc.	29,881	$535,766

26 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$4,847,799	14,332	+3.9%	Shares	Sole	2026-08-11
2026-03-31	$4,173,316	13,797	-4.2%	Shares	Sole	2026-05-15
2025-12-31	$5,330,609	14,409	-33.5%	Shares	Sole	2026-02-17
2025-09-30	$7,198,903	21,673	+19.0%	Shares	Sole	2025-11-14
2025-06-30	$5,807,349	18,206	+4.6%	Shares	Sole	2025-11-14
2025-03-31	$4,682,815	17,405	+3.6%	Shares	Sole	2025-05-08
2024-12-31	$4,983,994	16,793	-5.1%	Shares	Sole	2025-04-22
2024-09-30	$4,799,697	17,698	+1.1%	Shares	Sole	2025-04-22
2024-06-30	$4,052,125	17,500	-1.3%	Shares	Sole	2025-04-22
2024-03-31	$4,038,082	17,735	+5.3%	Shares	Sole	2025-04-22
2023-12-31	$3,153,868	16,835	+253.2%	Shares	Sole	2025-04-22
2023-09-30	$711,188	4,767	+10.7%	Shares	Sole	2023-10-24
2023-06-30	$750,105	4,306	-11.7%	Shares	Sole	2023-08-02
2023-03-31	$804,461	4,877	+2.1%	Shares	Sole	2023-05-04
2022-12-31	$705,506	4,775	+47.4%	Shares	Sole	2023-02-01
2022-09-30	$436,973	3,239	+5.8%	Shares	Sole	2022-11-02
2022-06-30	$424,177	3,060	-18.2%	Shares	Sole	2022-08-04
2022-03-31	$699,941	3,743	-5.0%	Shares	Sole	2022-05-05
2021-12-31	$644,256	3,938	-3.4%	Shares	Sole	2022-02-07
2021-09-30	$683,187	4,078	+27.7%	Shares	Sole	2021-11-12
2021-06-30	$527,744	3,194	-3.0%	Shares	Sole	2021-08-12
2021-03-31	$465,761	3,293	+0.3%	Shares	Sole	2021-05-11
2020-12-31	$396,947	3,283	-1.0%	Shares	Sole	2021-02-08
2020-09-30	$332,328	3,315	-5.5%	Shares	Sole	2020-11-12
2020-06-30	$333,961	3,508	+0.1%	Shares	Sole	2020-08-13
2020-03-31	$300,148	3,506	—	Shares	Sole	2020-05-13
No filing history on record for this holder in this stock.