Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors
Position in AXP — American Express Co
CIK 1748861
CONCORD, MA
Position in AXP
as of Jun 30, 2026
· filed Jul 9, 2026
Position Value
$239,481
+$27,443 QoQ
Shares Held
708
+1.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.06%
of 13F equity value
Holder Rank
#2,547
of 2,990 holders
Holding Since
Dec 2021
12 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in AXP Over Time
Shares Held
Position Value (USD)
Position in Credit Services
Financial Services · as of Jun 30, 2026Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors holds $4,566,632 across 5 Credit Services names. AXP ranks #5 (5.2% of the industry book) .
All Filings in AXP
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12 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $239,481 | 708 | Shares | Sole | 2026-07-09 | |
| 2026-03-31 | $212,038 | 701 | Shares | Sole | 2026-05-05 | |
| 2025-12-31 | $269,693 | 729 | Shares | Sole | 2026-02-13 | |
| 2025-09-30 | $283,996 | 855 | Shares | Sole | 2025-10-24 | |
| 2025-06-30 | $258,373 | 810 | Shares | Sole | 2025-08-04 | |
| 2025-03-31 | $219,544 | 816 | Shares | Sole | 2025-04-21 | |
| 2024-12-31 | $254,349 | 857 | Shares | Sole | 2025-02-07 | |
| 2024-09-30 | $235,130 | 867 | Shares | Sole | 2024-10-24 | |
| 2023-06-30 | $222,801 | 1,279 | Shares | Sole | 2023-08-14 | |
| 2023-03-31 | $210,971 | 1,279 | Shares | Sole | 2023-04-27 | |
| 2022-03-31 | $277,882 | 1,486 | Shares | Sole | 2022-04-28 | |
| 2021-12-31 | $213,170 | 1,303 | Shares | Sole | 2022-01-28 | |
| No filing history on record for this holder in this stock. | ||||||