Relyea Zuckerberg Hanson LLC

Position in AXP — American Express Co

CIK 1793691 STAMFORD, CT

Position in AXP

as of Jun 30, 2026 · filed Jul 16, 2026 Compact

Position Value

$766,474

+$247,116 QoQ

Shares Held

2,266

+32.0% QoQ

Ownership

0.000%

of shares outstanding

% of Portfolio

0.22%

of 13F equity value

Holder Rank

#1,729

of 2,998 holders

Holding Since

Dec 2022

15 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Financial Services · as of Jun 30, 2026

Relyea Zuckerberg Hanson LLC holds $7,990,190 across 4 Credit Services names. AXP ranks #3 (9.6% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	V	Visa Inc.	13,525	$4,640,292
2	MA	Mastercard Inc	3,866	$1,985,577
3	AXP	American Express Co This page	2,266	$766,474
4	COF	Capital One Financial Corp	2,980	$597,847

15 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$766,474	2,266	+32.0%	Shares	Sole	2026-07-16
2026-03-31	$519,358	1,717	-1.4%	Shares	Sole	2026-04-30
2025-12-31	$644,082	1,741	-10.3%	Shares	Sole	2026-01-20
2025-09-30	$644,390	1,940	-20.2%	Shares	Sole	2025-10-21
2025-06-30	$775,121	2,430	+38.0%	Shares	Sole	2025-07-22
2025-03-31	$473,797	1,761	-19.1%	Shares	Sole	2025-04-16
2024-12-31	$646,408	2,178	+2.2%	Shares	Sole	2025-01-15
2024-09-30	$577,927	2,131	+3.5%	Shares	Sole	2024-10-17
2024-06-30	$476,529	2,058	+2.8%	Shares	Sole	2024-10-31
2024-03-31	$455,835	2,002	+1.6%	Shares	Sole	2024-10-31
2023-12-31	$369,059	1,970	-1.3%	Shares	Sole	2024-10-31
2023-09-30	$297,634	1,995	+4.6%	Shares	Sole	2024-10-31
2023-06-30	$332,199	1,907	-6.3%	Shares	Sole	2023-07-17
2023-03-31	$335,673	2,035	+6.6%	Shares	Sole	2023-04-18
2022-12-31	$282,054	1,909	—	Shares	Sole	2023-01-18
No filing history on record for this holder in this stock.