Summit Global Investments

Position in AXP — American Express Co

CIK 1697953 BOUNTIFUL, UT

Position in AXP

as of Jun 30, 2026 · filed Aug 3, 2026 Compact

Position Value

$600,393

-$191,499 QoQ

Shares Held

1,775

-32.2% QoQ

Ownership

0.000%

of shares outstanding

% of Portfolio

0.08%

of 13F equity value

Holder Rank

#1,882

of 2,990 holders

Holding Since

Mar 2021

19 quarters on record

Financial Services · as of Jun 30, 2026

Summit Global Investments holds $8,734,817 across 5 Credit Services names. AXP ranks #4 (6.9% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	MA	Mastercard Inc	9,852	$5,059,987
2	V	Visa Inc.	5,042	$1,729,859
3	ENVA	Enova International, Inc.	4,077	$981,456
4	AXP	American Express Co This page	1,775	$600,393
5	COF	Capital One Financial Corp	1,810	$363,122

19 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$600,393	1,775	-32.2%	Shares	Sole	2026-08-03
2026-03-31	$791,892	2,618	+2.1%	Shares	Sole	2026-05-07
2025-12-31	$948,181	2,563	+33.2%	Shares	Sole	2026-02-18
2024-12-31	$571,023	1,924	-68.7%	Shares	Sole	2025-02-11
2024-09-30	$1,665,981	6,143	-20.6%	Shares	Sole	2024-10-31
2024-06-30	$1,791,039	7,735	+207.4%	Shares	Sole	2024-07-22
2024-03-31	$572,868	2,516	-40.0%	Shares	Sole	2024-04-29
2023-12-31	$784,954	4,190	-30.3%	Shares	Sole	2024-02-06
2023-09-30	$896,333	6,008	+18.8%	Shares	Sole	2023-10-16
2023-06-30	$880,755	5,056	+48.4%	Shares	Sole	2023-07-19
2023-03-31	$561,984	3,407	+7.3%	Shares	Sole	2023-05-04
2022-12-31	$468,958	3,174	+1.1%	Shares	Sole	2023-01-31
2022-09-30	$423,617	3,140	-46.5%	Shares	Sole	2022-11-14
2022-06-30	$813,283	5,867	-31.2%	Shares	Sole	2022-08-23
2022-03-31	$1,593,614	8,522	+421.5%	Shares	Sole	2022-04-29
2021-12-31	$267,322	1,634	+2.1%	Shares	Sole	2022-02-14
2021-09-30	$268,048	1,600	0.0%	Shares	Sole	2021-11-08
2021-06-30	$264,368	1,600	0.0%	Shares	Sole	2022-01-28
2021-03-31	$226,304	1,600	—	Shares	Sole	2022-01-27
No filing history on record for this holder in this stock.