Fiduciary Group, LLC

Position in AXP — American Express Co

CIK 1645890 SAVANNAH, GA

Position in AXP

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

Position Value

$7,079,572

+$602,871 QoQ

Shares Held

20,930

-2.3% QoQ

Ownership

0.003%

of shares outstanding

% of Portfolio

0.82%

of 13F equity value

Holder Rank

#674

of 2,990 holders

Holding Since

Mar 2020

24 quarters on record

Voting authority Sole 100% Shared 0% None 0%

Financial Services · as of Jun 30, 2026

Fiduciary Group, LLC holds $30,853,782 across 4 Credit Services names. AXP ranks #3 (22.9% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	V	Visa Inc.	43,018	$14,759,045
2	MA	Mastercard Inc	17,049	$8,756,366
3	AXP	American Express Co This page	20,930	$7,079,572
4	COF	Capital One Financial Corp	1,290	$258,799

24 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$7,079,572	20,930	-2.3%	Shares	Sole	2026-08-10
2026-03-31	$6,476,701	21,412	-0.3%	Shares	Sole	2026-05-11
2025-12-31	$7,941,716	21,467	-0.3%	Shares	Sole	2026-02-12
2025-09-30	$7,149,079	21,523	+0.8%	Shares	Sole	2025-11-12
2025-06-30	$6,808,309	21,344	0.0%	Shares	Sole	2025-08-13
2025-03-31	$5,742,603	21,344	-0.3%	Shares	Sole	2025-04-28
2024-12-31	$6,351,306	21,400	-0.3%	Shares	Sole	2025-02-11
2024-09-30	$5,818,867	21,456	-0.5%	Shares	Sole	2024-11-13
2024-06-30	$4,991,754	21,558	+0.2%	Shares	Sole	2024-08-08
2024-03-31	$4,897,156	21,508	-1.2%	Shares	Sole	2024-05-13
2023-12-31	$4,077,829	21,767	-0.7%	Shares	Sole	2024-02-05
2023-06-30	$3,816,896	21,911	-1.2%	Shares	Sole	2023-07-27
2022-12-31	$3,276,060	22,173	-0.3%	Shares	Sole	2023-02-07
2022-09-30	$3,001,207	22,246	0.0%	Shares	Sole	2022-11-14
2022-06-30	$3,083,740	22,246	-0.1%	Shares	Sole	2022-08-12
2022-03-31	$4,164,116	22,268	-0.7%	Shares	Sole	2022-05-13
2021-12-31	$3,668,730	22,425	-2.0%	Shares	Sole	2022-02-14
2021-09-30	$3,835,264	22,893	0.0%	Shares	Sole	2021-10-27
2021-06-30	$3,782,610	22,893	0.0%	Shares	Sole	2021-08-05
2021-03-31	$3,237,985	22,893	-0.6%	Shares	Sole	2021-05-03
2020-12-31	$2,784,194	23,027	-4.1%	Shares	Sole	2021-02-12
2020-09-30	$2,407,804	24,018	-2.1%	Shares	Sole	2020-11-12
2020-06-30	$2,336,208	24,540	-0.3%	Shares	Sole	2020-08-14
2020-03-31	$2,107,118	24,613	—	Shares	Sole	2020-05-11
No filing history on record for this holder in this stock.