Symmetry Partners, LLC

Position in AXP — American Express Co

CIK 1697493 GLASTONBURY, CT

Position in AXP

as of Jun 30, 2026 · filed Jul 23, 2026 Compact

Position Value

$213,097

-$647,805 QoQ

Shares Held

630

-83.1% QoQ

Ownership

0.000%

of shares outstanding

% of Portfolio

0.13%

of 13F equity value

Holder Rank

#2,645

of 2,990 holders

Holding Since

Mar 2020

19 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Financial Services · as of Jun 30, 2026

Symmetry Partners, LLC holds $2,522,179 across 6 Credit Services names. AXP ranks #5 (8.4% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	MA	Mastercard Inc	2,284	$1,173,062
2	V	Visa Inc.	1,431	$490,961
3	UPST	Upstart Holdings, Inc.	6,793	$240,675
4	COF	Capital One Financial Corp	1,190	$238,737
5	AXP	American Express Co This page	630	$213,097
6	NAVI	Navient Corp	19,465	$165,647

19 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$213,097	630	-83.1%	Shares	Sole	2026-07-23
2024-06-30	$860,902	3,718	-12.7%	Shares	Sole	2024-07-11
2024-03-31	$969,504	4,258	0.0%	Shares	Sole	2024-04-02
2023-12-31	$797,693	4,258	-27.0%	Shares	Sole	2024-01-02
2023-09-30	$869,926	5,831	-18.9%	Shares	Sole	2023-10-10
2023-06-30	$1,253,020	7,193	+5.5%	Shares	Sole	2023-07-05
2023-03-31	$1,124,464	6,817	0.0%	Shares	Sole	2023-04-03
2022-12-31	$1,007,211	6,817	0.0%	Shares	Sole	2023-01-06
2022-09-30	$919,681	6,817	+7.4%	Shares	Sole	2022-10-03
2022-06-30	$880,237	6,350	0.0%	Shares	Sole	2022-07-11
2022-03-31	$1,187,450	6,350	0.0%	Shares	Sole	2022-04-04
2021-12-31	$1,038,860	6,350	0.0%	Shares	Sole	2022-01-11
2021-09-30	$1,063,815	6,350	0.0%	Shares	Sole	2021-10-18
2021-06-30	$1,049,210	6,350	0.0%	Shares	Sole	2021-07-07
2021-03-31	$898,144	6,350	-7.1%	Shares	Sole	2021-05-03
2020-12-31	$826,419	6,835	+9.8%	Shares	Sole	2021-02-18
2020-09-30	$624,156	6,226	+50.0%	Shares	Sole	2020-11-03
2020-06-30	$395,175	4,151	+7.3%	Shares	Sole	2020-07-20
2020-03-31	$331,310	3,870	—	Shares	Sole	2020-05-15
No filing history on record for this holder in this stock.