SIMON QUICK ADVISORS, LLC

Position in AXP — American Express Co

CIK 1692038 MORRISTOWN, NJ

Position in AXP

as of Jun 30, 2026 · filed Jul 28, 2026 Compact

Position Value

$247,599

-$106,073 QoQ

Shares Held

732

-23.4% QoQ

Ownership

0.000%

of shares outstanding

% of Portfolio

0.03%

of 13F equity value

Holder Rank

#2,521

of 2,990 holders

Holding Since

Mar 2020

13 quarters on record

Voting authority Sole 38% Shared 0% None 62%

Financial Services · as of Jun 30, 2026

SIMON QUICK ADVISORS, LLC holds $3,222,803 across 4 Credit Services names. AXP ranks #4 (7.7% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	COF	Capital One Financial Corp	6,750	$1,354,185
2	V	Visa Inc.	3,120	$1,070,440
3	MA	Mastercard Inc	1,072	$550,579
4	AXP	American Express Co This page	732	$247,599

13 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$247,599	732	-23.4%	Shares	Sole	2026-07-28
2025-12-31	$353,672	956	+47.3%	Shares	Sole	2026-01-29
2025-09-30	$215,571	649	-79.6%	Shares	Sole	2025-10-21
2025-03-31	$854,233	3,175	+4.9%	Shares	Sole	2025-04-15
2024-12-31	$898,680	3,028	+23.0%	Shares	Sole	2025-01-17
2024-09-30	$667,694	2,462	+16.1%	Shares	Sole	2024-10-15
2024-06-30	$491,117	2,121	+57.5%	Shares	Sole	2024-08-02
2024-03-31	$306,698	1,347	+8880.0%	Shares	Sole	2024-04-19
2021-09-30	$2,512	15	-34.8%	Shares	Sole	2021-10-27
2021-06-30	$3,800	23	-97.3%	Shares	Sole	2021-07-21
2020-09-30	$85,914	857	0.0%	Shares	Sole	2020-10-26
2020-06-30	$81,586	857	0.0%	Shares	Sole	2020-08-04
2020-03-31	$73,367	857	—	Shares	Sole	2020-04-09
No filing history on record for this holder in this stock.