WoodTrust Financial Corp

Position in AXP — American Express Co

CIK 1725247 WISCONSIN RAPIDS, WI

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Position in AXP

as of Jun 30, 2026 · filed Jul 27, 2026 Compact

Position Value

$12,376,905

+$922,291 QoQ

Shares Held

36,591

-3.4% QoQ

Ownership

0.005%

of shares outstanding

% of Portfolio

2.45%

of 13F equity value

Holder Rank

#530

of 2,998 holders

Holding Since

Mar 2020

26 quarters on record

Voting authority Sole 100% Shared 0% None 0%

Common Shares in AXP Over Time

Shares Held

Position Value (USD)

Position in Credit Services

Financial Services · as of Jun 30, 2026

WoodTrust Financial Corp holds $15,336,701 across 4 Credit Services names. AXP ranks #1 (80.7% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	AXP	American Express Co This page	36,591	$12,376,905
2	V	Visa Inc.	7,038	$2,414,667
3	COF	Capital One Financial Corp	1,609	$322,797
4	SOFI	SoFi Technologies, Inc.	12,400	$222,332

All Filings in AXP

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26 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$12,376,905	36,591	-3.4%	Shares	Defined	2026-07-27
2026-03-31	$11,454,614	37,869	-5.9%	Shares	Defined	2026-05-06
2025-12-31	$14,880,868	40,224	-1.5%	Shares	Defined	2026-01-30
2025-09-30	$13,563,421	40,834	-30.9%	Shares	Defined	2025-10-28
2025-06-30	$13,222,112	59,117	+44.2%	Shares	Defined	2025-07-23
2025-03-31	$11,027,013	40,985	-0.1%	Shares	Defined	2025-04-23
2024-12-31	$12,170,169	41,006	-0.8%	Shares	Defined	2025-02-06
2024-09-30	$11,209,238	41,332	+1.3%	Shares	Defined	2024-10-31
2024-06-30	$9,446,313	40,796	-1.1%	Shares	Defined	2024-08-13
2024-03-31	$9,388,113	41,232	-1.6%	Shares	Defined	2024-04-17
2023-12-31	$7,848,608	41,895	+2.0%	Shares	Defined	2024-01-23
2023-09-30	$6,125,293	41,057	-1.6%	Shares	Defined	2023-10-16
2023-06-30	$7,266,404	41,713	+1.9%	Shares	Defined	2023-07-28
2023-03-31	$6,751,238	40,929	+1.0%	Shares	Defined	2023-04-14
2022-12-31	$5,985,204	40,509	-0.3%	Shares	Defined	2023-01-23
2022-09-30	$5,482,472	40,638	+2.8%	Shares	Defined	2022-10-28
2022-06-30	$5,481,034	39,540	+4.8%	Shares	Defined	2022-07-22
2022-03-31	$7,054,762	37,726	+5.4%	Shares	Defined	2022-04-25
2021-12-31	$5,854,426	35,785	+8.6%	Shares	Defined	2022-02-14
2021-09-30	$5,520,448	32,952	+17.7%	Shares	Defined	2021-11-08
2021-06-30	$4,623,961	27,985	+2.8%	Shares	Defined	2021-08-03
2021-03-31	$3,849,713	27,218	-47.0%	Shares	Defined	2021-04-22
2020-12-31	$6,204,738	51,317	+10.7%	Shares	Defined	2021-01-21
2020-09-30	$4,647,489	46,359	-1.1%	Shares	Defined	2020-10-13
2020-06-30	$4,462,404	46,874	+26.0%	Shares	Defined	2020-07-29
2020-03-31	$3,185,890	37,214	—	Shares	Defined	2020-04-07
No filing history on record for this holder in this stock.