CARY STREET PARTNERS INVESTMENT ADVISORY LLC
Position in AXP — American Express Co
CIK 1766904
RICHMOND, VA
Position in AXP
as of Jun 30, 2026
· filed Jul 17, 2026
Position Value
$599,375
+$87,885 QoQ
Shares Held
1,772
+4.8% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.24%
of 13F equity value
Holder Rank
#1,886
of 2,990 holders
Holding Since
Sep 2020
24 quarters on record
Voting authority
Sole 90%
Shared 0%
None 10%
Common Shares in AXP Over Time
Shares Held
Position Value (USD)
Position in Credit Services
Financial Services · as of Jun 30, 2026CARY STREET PARTNERS INVESTMENT ADVISORY LLC holds $7,028,228 across 7 Credit Services names. AXP ranks #3 (8.5% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | V |
Visa Inc.
|
9,691 | $3,324,876 | |
| 2 | MA |
Mastercard Inc
|
5,200 | $2,670,713 | |
| 3 | AXP |
American Express Co
This page
|
1,772 | $599,375 | |
| 4 | COF |
Capital One Financial Corp
|
1,831 | $367,330 | |
| 5 | PYPL |
PayPal Holdings, Inc.
|
877 | $37,865 | |
| 6 | SOFI |
SoFi Technologies, Inc.
|
1,510 | $27,073 | |
| 7 | AGM |
Federal Agricultural Mortgage Corp
|
5 | $996 |
All Filings in AXP
Export CSV
24 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $599,375 | 1,772 | Shares | Other | 2026-07-17 | |
| 2026-03-31 | $511,490 | 1,691 | Shares | Other | 2026-04-29 | |
| 2025-12-31 | $612,265 | 1,655 | Shares | Other | 2026-02-09 | |
| 2025-09-30 | $578,620 | 1,742 | Shares | Other | 2025-11-10 | |
| 2025-06-30 | $514,831 | 1,614 | Shares | Other | 2025-08-13 | |
| 2025-03-31 | $391,196 | 1,454 | Shares | Other | 2025-05-09 | |
| 2024-12-31 | $393,840 | 1,327 | Shares | Other | 2025-02-14 | |
| 2024-09-30 | $7,183,543 | 26,488 | Shares | Defined | 2024-10-30 | |
| 2024-06-30 | $6,186,320 | 26,717 | Shares | Other | 2024-07-22 | |
| 2024-03-31 | $6,193,621 | 27,202 | Shares | Defined | 2024-04-30 | |
| 2023-12-31 | $5,110,258 | 27,278 | Shares | Defined | 2024-02-07 | |
| 2023-09-30 | $3,980,686 | 26,682 | Shares | Defined | 2023-11-13 | |
| 2023-06-30 | $4,117,042 | 23,634 | Shares | Defined | 2023-08-10 | |
| 2023-03-31 | $3,879,459 | 23,519 | Shares | Defined | 2023-05-12 | |
| 2022-12-31 | $3,481,581 | 23,564 | Shares | Defined | 2023-02-14 | |
| 2022-09-30 | $3,204,247 | 23,751 | Shares | Sole | 2022-11-14 | |
| 2022-06-30 | $3,216,538 | 23,204 | Shares | Sole | 2022-08-15 | |
| 2022-03-31 | $1,262,624 | 6,752 | Shares | Sole | 2022-05-16 | |
| 2021-12-31 | $1,594,609 | 9,747 | Shares | Sole | 2022-02-14 | |
| 2021-09-30 | $1,162,323 | 6,938 | Shares | Sole | 2021-11-15 | |
| 2021-06-30 | $1,205,352 | 7,295 | Shares | Sole | 2021-08-16 | |
| 2021-03-31 | $346,810 | 2,452 | Shares | Sole | 2021-05-17 | |
| 2020-12-31 | $679,514 | 5,620 | Shares | Sole | 2021-02-12 | |
| 2020-09-30 | $1,357,485 | 13,541 | Shares | Sole | 2020-11-12 | |
| No filing history on record for this holder in this stock. | ||||||