Perpetual Ltd

Position in AXP — American Express Co

CIK 1647273 SYDNEY, NEW SOUTH WALES, C3

Position in AXP

as of Jun 30, 2026 · filed Jul 15, 2026 Compact

Position Value

$747,870

+$82,113 QoQ

Shares Held

2,211

+0.5% QoQ

Ownership

0.000%

of shares outstanding

% of Portfolio

0.01%

of 13F equity value

Holder Rank

#1,741

of 2,990 holders

Holding Since

Jun 2020

16 quarters on record

Voting authority Sole 100% Shared 0% None 0%

Financial Services · as of Jun 30, 2026

Perpetual Ltd holds $9,767,454 across 5 Credit Services names. AXP ranks #4 (7.7% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	V	Visa Inc.	12,269	$4,209,370
2	MA	Mastercard Inc	6,317	$3,244,410
3	COF	Capital One Financial Corp	5,600	$1,123,471
4	AXP	American Express Co This page	2,211	$747,870
5	SOFI	SoFi Technologies, Inc.	24,670	$442,333

16 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$747,870	2,211	+0.5%	Shares	Sole	2026-07-15
2026-03-31	$665,757	2,201	+15.8%	Shares	Sole	2026-04-14
2025-12-31	$703,274	1,901	+48.1%	Shares	Sole	2026-01-20
2025-09-30	$426,493	1,284	+34.3%	Shares	Sole	2025-10-10
2025-06-30	$304,944	956	+1.2%	Shares	Sole	2025-07-11
2025-03-31	$254,252	945	0.0%	Shares	Sole	2025-04-24
2024-12-31	$280,466	945	+0.1%	Shares	Sole	2025-01-17
2024-09-30	$256,012	944	-89.9%	Shares	Sole	2024-10-09
2024-06-30	$2,168,697	9,366	+548.6%	Shares	Sole	2024-07-30
2024-03-31	$328,784	1,444	-57.6%	Shares	Sole	2024-04-16
2023-12-31	$638,454	3,408	+10.4%	Shares	Sole	2024-02-15
2023-09-30	$460,549	3,087	-16.9%	Shares	Sole	2023-10-10
2023-06-30	$647,501	3,717	-32.7%	Shares	Sole	2023-07-13
2023-03-31	$910,523	5,520	+295.1%	Shares	Sole	2023-05-08
2020-09-30	$140,049	1,397	0.0%	Shares	Sole	2020-12-08
2020-06-30	$132,994	1,397	—	Shares	Sole	2020-12-08
No filing history on record for this holder in this stock.