Patriot Financial Group Insurance Agency, LLC

Insurance

Position in AXP — American Express Co

CIK 1694883 Westborough, MA

Position in AXP

as of Jun 30, 2026 · filed Jul 16, 2026 Compact

Position Value

$617,982

-$406,820 QoQ

Shares Held

1,827

-46.1% QoQ

Ownership

0.000%

of shares outstanding

% of Portfolio

0.13%

of 13F equity value

Holder Rank

#1,864

of 2,990 holders

Holding Since

Mar 2020

26 quarters on record

Voting authority Sole 100% Shared 0% None 0%

Financial Services · as of Jun 30, 2026

Patriot Financial Group Insurance Agency, LLC holds $10,229,826 across 5 Credit Services names. AXP ranks #4 (6.0% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	V	Visa Inc.	18,553	$6,365,348
2	MA	Mastercard Inc	4,328	$2,222,860
3	SOFI	SoFi Technologies, Inc.	38,405	$688,601
4	AXP	American Express Co This page	1,827	$617,982
5	COF	Capital One Financial Corp	1,670	$335,035

26 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$617,982	1,827	-46.1%	Shares	Sole	2026-07-16
2026-03-31	$1,024,802	3,388	+87.8%	Shares	Sole	2026-04-22
2025-12-31	$667,389	1,804	+0.7%	Shares	Sole	2026-01-26
2025-09-30	$594,898	1,791	+8.6%	Shares	Sole	2025-10-08
2025-06-30	$525,998	1,649	0.0%	Shares	Sole	2025-07-21
2025-03-31	$443,663	1,649	-26.6%	Shares	Sole	2025-04-14
2024-12-31	$666,887	2,247	-2.6%	Shares	Sole	2025-01-22
2024-09-30	$625,387	2,306	-9.7%	Shares	Sole	2024-10-24
2024-06-30	$591,147	2,553	-3.7%	Shares	Sole	2024-07-26
2024-03-31	$603,378	2,650	+4.4%	Shares	Sole	2024-04-30
2023-12-31	$475,656	2,539	-19.3%	Shares	Sole	2024-01-19
2023-09-30	$469,351	3,146	-5.2%	Shares	Sole	2023-10-19
2023-06-30	$577,821	3,317	-6.3%	Shares	Sole	2023-07-17
2023-03-31	$584,087	3,541	+9.6%	Shares	Sole	2023-04-20
2022-12-31	$477,232	3,230	+5.0%	Shares	Sole	2023-01-17
2022-09-30	$414,983	3,076	+4.1%	Shares	Sole	2022-11-01
2022-06-30	$409,483	2,954	+3.0%	Shares	Sole	2022-07-29
2022-03-31	$536,316	2,868	-12.3%	Shares	Sole	2022-05-11
2021-12-31	$535,299	3,272	+12.6%	Shares	Sole	2022-01-10
2021-09-30	$487,009	2,907	+1.5%	Shares	Sole	2021-11-24
2021-06-30	$473,053	2,863	+24.5%	Shares	Sole	2021-07-30
2021-03-31	$325,312	2,300	+6.9%	Shares	Sole	2021-04-29
2020-12-31	$260,077	2,151	+3.7%	Shares	Sole	2021-01-15
2020-09-30	$207,918	2,074	+5.7%	Shares	Sole	2020-10-21
2020-06-30	$186,877	1,963	-6.2%	Shares	Sole	2020-07-10
2020-03-31	$179,181	2,093	—	Shares	Sole	2020-04-15
No filing history on record for this holder in this stock.