Position in AXP
as of Jun 30, 2026
· filed Jul 7, 2026
Position Value
$2,421,869
+$312,979 QoQ
Shares Held
7,160
+2.7% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.58%
of 13F equity value
Holder Rank
#1,104
of 2,988 holders
Holding Since
Mar 2020
26 quarters on record
Voting authority
Sole 50%
Shared 0%
None 50%
Common Shares in AXP Over Time
Shares Held
Position Value (USD)
Position in Credit Services
Financial Services · as of Jun 30, 2026Grove Bank & Trust holds $11,625,899 across 9 Credit Services names. AXP ranks #3 (20.8% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | V |
Visa Inc.
|
16,173 | $5,548,794 | |
| 2 | MA |
Mastercard Inc
|
6,186 | $3,177,129 | |
| 3 | AXP |
American Express Co
This page
|
7,160 | $2,421,869 | |
| 4 | COF |
Capital One Financial Corp
|
1,403 | $281,469 | |
| 5 | PYPL |
PayPal Holdings, Inc.
|
2,019 | $87,180 | |
| 6 | SYF |
Synchrony Financial
|
713 | $54,223 | |
| 7 | ALLY |
Ally Financial Inc.
|
607 | $27,891 | |
| 8 | SOFI |
SoFi Technologies, Inc.
|
1,214 | $21,767 |
All Filings in AXP
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $2,421,869 | 7,160 | Shares | Defined | 2026-07-07 | |
| 2026-03-31 | $2,108,890 | 6,972 | Shares | Defined | 2026-04-08 | |
| 2025-12-31 | $2,248,926 | 6,079 | Shares | Sole | 2026-01-08 | |
| 2025-09-30 | $2,021,525 | 6,086 | Shares | Sole | 2025-10-06 | |
| 2025-06-30 | $1,989,478 | 6,237 | Shares | Sole | 2025-07-11 | |
| 2025-03-31 | $1,653,581 | 6,146 | Shares | Sole | 2025-04-17 | |
| 2024-12-31 | $1,630,267 | 5,493 | Shares | Sole | 2025-01-16 | |
| 2024-09-30 | $1,557,230 | 5,742 | Shares | Sole | 2024-10-11 | |
| 2024-06-30 | $1,288,807 | 5,566 | Shares | Sole | 2024-07-24 | |
| 2024-03-31 | $1,508,446 | 6,625 | Shares | Sole | 2024-04-30 | |
| 2023-12-31 | $698,216 | 3,727 | Shares | Sole | 2024-01-30 | |
| 2023-09-30 | $556,180 | 3,728 | Shares | Sole | 2023-10-30 | |
| 2023-06-30 | $648,198 | 3,721 | Shares | Sole | 2023-07-27 | |
| 2023-03-31 | $610,150 | 3,699 | Shares | Sole | 2023-05-10 | |
| 2022-12-31 | $532,195 | 3,602 | Shares | Sole | 2023-02-03 | |
| 2022-09-30 | $478,795 | 3,549 | Shares | Sole | 2022-10-28 | |
| 2022-06-30 | $489,467 | 3,531 | Shares | Sole | 2022-07-29 | |
| 2022-03-31 | $649,264 | 3,472 | Shares | Sole | 2022-04-22 | |
| 2021-12-31 | $558,694 | 3,415 | Shares | Sole | 2022-01-31 | |
| 2021-09-30 | $572,114 | 3,415 | Shares | Sole | 2021-10-28 | |
| 2021-06-30 | $564,260 | 3,415 | Shares | Sole | 2021-07-28 | |
| 2021-03-31 | $485,139 | 3,430 | Shares | Sole | 2021-04-23 | |
| 2020-12-31 | $414,721 | 3,430 | Shares | Sole | 2021-02-03 | |
| 2020-09-30 | $355,887 | 3,550 | Shares | Sole | 2020-10-30 | |
| 2020-06-30 | $326,536 | 3,430 | Shares | Sole | 2020-07-31 | |
| 2020-03-31 | $296,895 | 3,468 | Shares | Sole | 2020-05-05 | |
| No filing history on record for this holder in this stock. | ||||||