True North Advisors, LLC

Position in AXP — American Express Co

CIK 1634556 Dallas, TX

Position in AXP

as of Jun 30, 2026 · filed Jul 22, 2026 Compact

Position Value

$527,670

+$75,463 QoQ

Shares Held

1,560

+4.3% QoQ

Ownership

0.000%

of shares outstanding

% of Portfolio

0.08%

of 13F equity value

Holder Rank

#1,987

of 2,990 holders

Holding Since

Jun 2020

25 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Financial Services · as of Jun 30, 2026

True North Advisors, LLC holds $8,962,844 across 5 Credit Services names. AXP ranks #3 (5.9% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	V	Visa Inc.	19,506	$6,692,313
2	MA	Mastercard Inc	1,898	$974,812
3	AXP	American Express Co This page	1,560	$527,670
4	ALLY	Ally Financial Inc.	9,965	$457,891
5	COF	Capital One Financial Corp	1,546	$310,158

25 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$527,670	1,560	+4.3%	Shares	Sole	2026-07-22
2026-03-31	$452,207	1,495	-12.0%	Shares	Sole	2026-05-07
2025-12-31	$628,175	1,698	-1.9%	Shares	Sole	2026-01-22
2025-09-30	$574,968	1,731	+2.9%	Shares	Sole	2025-10-14
2025-06-30	$536,843	1,683	+16.2%	Shares	Sole	2025-07-16
2025-03-31	$389,584	1,448	+12.0%	Shares	Sole	2025-05-12
2024-12-31	$383,749	1,293	+12.4%	Shares	Sole	2025-01-17
2024-09-30	$311,880	1,150	0.0%	Shares	Sole	2024-10-08
2024-06-30	$266,282	1,150	0.0%	Shares	Sole	2024-08-12
2024-03-31	$261,843	1,150	-0.4%	Shares	Sole	2024-04-12
2023-12-31	$216,377	1,155	-86.4%	Shares	Sole	2024-01-22
2023-09-30	$1,265,727	8,484	-30.2%	Shares	Sole	2023-11-14
2023-06-30	$2,116,530	12,150	+10.5%	Shares	Sole	2023-08-10
2023-03-31	$1,814,450	11,000	0.0%	Shares	Sole	2023-05-15
2022-12-31	$1,625,250	11,000	0.0%	Shares	Sole	2023-02-13
2022-09-30	$1,484,010	11,000	0.0%	Shares	Sole	2022-11-14
2022-06-30	$1,524,820	11,000	0.0%	Shares	Sole	2022-07-28
2022-03-31	$2,057,000	11,000	0.0%	Shares	Sole	2022-05-12
2021-12-31	$1,799,600	11,000	0.0%	Shares	Sole	2022-02-11
2021-09-30	$1,842,830	11,000	0.0%	Shares	Sole	2022-06-07
2021-06-30	$1,817,530	11,000	0.0%	Shares	Sole	2022-06-07
2021-03-31	$1,555,840	11,000	0.0%	Shares	Sole	2022-06-07
2020-12-31	$1,330,010	11,000	-0.1%	Shares	Sole	2022-05-20
2020-09-30	$1,104,153	11,014	-1.1%	Shares	Sole	2022-05-20
2020-06-30	$1,060,528	11,140	—	Shares	Sole	2022-05-20
No filing history on record for this holder in this stock.