Essex Bank

Bank

Position in AXP — American Express Co

CIK 1752212 Essex, CT

Position in AXP

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

Position Value

$716,412

+$75,458 QoQ

Shares Held

2,118

-0.0% QoQ

Ownership

0.000%

of shares outstanding

% of Portfolio

0.21%

of 13F equity value

Holder Rank

#1,773

of 2,990 holders

Holding Since

Jun 2020

25 quarters on record

Voting authority Sole 100% Shared 0% None 0%

Financial Services · as of Jun 30, 2026

Essex Bank holds $7,656,509 across 4 Credit Services names. AXP ranks #3 (9.4% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	V	Visa Inc.	14,123	$4,845,460
2	MA	Mastercard Inc	3,560	$1,828,416
3	AXP	American Express Co This page	2,118	$716,412
4	COF	Capital One Financial Corp	1,327	$266,221

25 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$716,412	2,118	-0.0%	Shares	Sole	2026-07-23
2026-03-31	$640,954	2,119	-19.8%	Shares	Sole	2026-04-17
2025-12-31	$977,037	2,641	-5.7%	Shares	Sole	2026-02-02
2025-09-30	$930,711	2,802	-3.4%	Shares	Sole	2025-11-04
2025-06-30	$925,041	2,900	+1.3%	Shares	Sole	2025-07-11
2025-03-31	$770,020	2,862	-2.9%	Shares	Sole	2025-04-21
2024-12-31	$874,936	2,948	+1.7%	Shares	Sole	2025-01-14
2024-09-30	$786,479	2,900	-3.7%	Shares	Sole	2024-11-01
2024-06-30	$697,196	3,011	-3.5%	Shares	Sole	2024-07-23
2024-03-31	$710,619	3,121	0.0%	Shares	Sole	2024-04-22
2023-12-31	$584,687	3,121	+14.5%	Shares	Sole	2024-01-22
2023-09-30	$406,691	2,726	+0.2%	Shares	Sole	2023-10-12
2023-06-30	$473,998	2,721	+20.9%	Shares	Sole	2023-07-19
2023-03-31	$371,302	2,251	-0.6%	Shares	Sole	2023-04-24
2022-12-31	$334,505	2,264	+0.8%	Shares	Sole	2023-01-18
2022-09-30	$303,007	2,246	+7.9%	Shares	Sole	2022-10-19
2022-06-30	$288,468	2,081	-1.8%	Shares	Sole	2022-07-19
2022-03-31	$396,440	2,120	+0.6%	Shares	Sole	2022-05-03
2021-12-31	$344,704	2,107	-2.1%	Shares	Sole	2022-02-23
2021-09-30	$360,691	2,153	-0.7%	Shares	Sole	2021-10-20
2021-06-30	$358,218	2,168	0.0%	Shares	Sole	2021-07-29
2021-03-31	$306,641	2,168	0.0%	Shares	Sole	2021-04-22
2020-12-31	$262,132	2,168	-3.0%	Shares	Sole	2021-02-03
2020-09-30	$223,958	2,234	0.0%	Shares	Sole	2020-10-26
2020-06-30	$212,676	2,234	—	Shares	Sole	2020-07-30
No filing history on record for this holder in this stock.