West Branch Capital LLC

Position in AXP — American Express Co

CIK 1738723 AMHERST, MA

Position in AXP

as of Jun 30, 2026 · filed Jul 10, 2026 Compact

Position Value

$202,950

-$552,645 QoQ

Shares Held

600

-76.0% QoQ

Ownership

0.000%

of shares outstanding

% of Portfolio

0.05%

of 13F equity value

Holder Rank

#2,683

of 2,990 holders

Holding Since

Jun 2021

21 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Financial Services · as of Jun 30, 2026

West Branch Capital LLC holds $12,211,658 across 5 Credit Services names. AXP ranks #3 (1.7% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	V	Visa Inc.	22,041	$7,562,046
2	MA	Mastercard Inc	8,619	$4,426,718
3	AXP	American Express Co This page	600	$202,950
4	SYF	Synchrony Financial	133	$10,114
5	COF	Capital One Financial Corp	49	$9,830

21 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$202,950	600	-76.0%	Shares	Sole	2026-07-10
2026-03-31	$755,595	2,498	-16.8%	Shares	Sole	2026-04-14
2025-12-31	$1,110,589	3,002	+58.3%	Shares	Sole	2026-01-16
2025-09-30	$629,775	1,896	+47.3%	Shares	Sole	2025-10-21
2025-06-30	$410,527	1,287	+44.8%	Shares	Sole	2025-07-16
2025-03-31	$239,185	889	-49.1%	Shares	Sole	2025-04-16
2024-12-31	$518,195	1,746	+96.8%	Shares	Sole	2025-01-17
2024-09-30	$240,554	887	+0.3%	Shares	Sole	2024-10-18
2024-06-30	$204,690	884	0.0%	Shares	Sole	2024-07-26
2024-03-31	$201,277	884	-5.4%	Shares	Sole	2024-04-24
2023-12-31	$174,975	934	+5.7%	Shares	Sole	2024-01-19
2023-09-30	$131,883	884	-36.1%	Shares	Sole	2023-10-20
2023-06-30	$241,092	1,384	-26.5%	Shares	Sole	2023-08-07
2023-03-31	$310,765	1,884	0.0%	Shares	Sole	2023-04-20
2022-12-31	$278,361	1,884	+113.1%	Shares	Sole	2023-01-27
2022-09-30	$119,260	884	0.0%	Shares	Sole	2022-10-19
2022-06-30	$122,540	884	0.0%	Shares	Sole	2022-07-28
2022-03-31	$165,308	884	0.0%	Shares	Sole	2022-05-03
2021-12-31	$144,622	884	0.0%	Shares	Sole	2022-01-24
2021-09-30	$148,096	884	0.0%	Shares	Sole	2021-11-09
2021-06-30	$146,063	884	—	Shares	Sole	2021-08-17
No filing history on record for this holder in this stock.