Sound View Wealth Advisors Group, LLC

Position in AXP — American Express Co

CIK 1784777 SAVANNAH, GA

Position in AXP

as of Jun 30, 2026 · filed Aug 11, 2026 Compact

Position Value

$4,079,633

+$132,572 QoQ

Shares Held

12,061

-7.6% QoQ

Ownership

0.002%

of shares outstanding

% of Portfolio

0.44%

of 13F equity value

Holder Rank

#879

of 2,990 holders

Holding Since

Mar 2020

26 quarters on record

Voting authority Sole 82% Shared 0% None 18%

Financial Services · as of Jun 30, 2026

Sound View Wealth Advisors Group, LLC holds $12,473,435 across 4 Credit Services names. AXP ranks #2 (32.7% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	V	Visa Inc.	20,879	$7,163,376
2	AXP	American Express Co This page	12,061	$4,079,633
3	MA	Mastercard Inc	1,309	$672,302
4	COF	Capital One Financial Corp	2,782	$558,124

26 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$4,079,633	12,061	-7.6%	Shares	Sole	2026-08-11
2026-03-31	$3,947,061	13,049	-0.8%	Shares	Sole	2026-05-06
2025-12-31	$4,864,842	13,150	+1.1%	Shares	Sole	2026-01-08
2025-09-30	$4,322,398	13,013	-1.1%	Shares	Sole	2025-11-10
2025-06-30	$4,196,819	13,157	+17.1%	Shares	Sole	2025-08-07
2025-03-31	$3,022,507	11,234	-4.3%	Shares	Sole	2025-05-08
2024-12-31	$3,484,908	11,742	-25.7%	Shares	Sole	2025-02-07
2024-09-30	$4,286,316	15,805	+24.5%	Shares	Sole	2024-11-12
2024-06-30	$2,939,527	12,695	-0.5%	Shares	Sole	2024-08-05
2024-03-31	$2,906,462	12,765	-13.2%	Shares	Sole	2024-05-09
2023-12-31	$2,755,209	14,707	+12.5%	Shares	Sole	2024-02-08
2023-09-30	$1,950,510	13,074	+20.8%	Shares	Sole	2023-11-07
2023-06-30	$1,884,844	10,820	+1.5%	Shares	Sole	2023-08-08
2023-03-31	$1,757,872	10,657	-27.5%	Shares	Sole	2023-05-12
2022-12-31	$2,172,959	14,707	+160.3%	Shares	Sole	2024-02-13
2022-09-30	$762,376	5,651	+39.6%	Shares	Sole	2022-11-08
2022-06-30	$561,272	4,049	-0.1%	Shares	Sole	2022-08-05
2022-03-31	$757,724	4,052	+0.1%	Shares	Sole	2022-05-11
2021-12-31	$662,252	4,048	+3.3%	Shares	Sole	2022-01-20
2021-09-30	$656,382	3,918	-5.6%	Shares	Sole	2021-10-21
2021-06-30	$685,869	4,151	-8.6%	Shares	Sole	2021-07-21
2021-03-31	$642,703	4,544	-4.1%	Shares	Sole	2021-04-28
2020-12-31	$572,871	4,738	-35.0%	Shares	Sole	2021-02-02
2020-09-30	$731,223	7,294	+20.6%	Shares	Sole	2020-11-09
2020-06-30	$575,864	6,049	-19.4%	Shares	Sole	2020-08-07
2020-03-31	$642,588	7,506	—	Shares	Sole	2020-05-12
No filing history on record for this holder in this stock.