Mechanics Financial Corp

Position in AXP — American Express Co

CIK 1821336 Mansfield, OH

Position in AXP

as of Jun 30, 2026 · filed Aug 5, 2026 Compact

Position Value

$614,262

+$46,810 QoQ

Shares Held

1,816

-3.2% QoQ

Ownership

0.000%

of shares outstanding

% of Portfolio

0.25%

of 13F equity value

Holder Rank

#1,869

of 2,990 holders

Holding Since

Dec 2021

19 quarters on record

Voting authority Sole 3% Shared 97% None 0%

Financial Services · as of Jun 30, 2026

Mechanics Financial Corp holds $2,856,517 across 3 Credit Services names. AXP ranks #2 (21.5% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	V	Visa Inc.	6,484	$2,224,595
2	AXP	American Express Co This page	1,816	$614,262
3	PYPL	PayPal Holdings, Inc.	409	$17,660

19 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$614,262	1,816	-3.2%	Shares	Defined	2026-08-05
2026-03-31	$567,452	1,876	0.0%	Shares	Defined	2026-05-06
2025-12-31	$694,026	1,876	0.0%	Shares	Defined	2026-01-22
2025-09-30	$623,132	1,876	0.0%	Shares	Defined	2025-11-06
2025-06-30	$598,406	1,876	0.0%	Shares	Defined	2025-07-21
2025-03-31	$504,737	1,876	+6.6%	Shares	Defined	2025-05-02
2024-12-31	$522,350	1,760	0.0%	Shares	Defined	2025-02-12
2024-09-30	$477,312	1,760	-9.7%	Shares	Sole	2024-11-06
2024-06-30	$451,522	1,950	0.0%	Shares	Sole	2024-08-01
2024-03-31	$443,995	1,950	0.0%	Shares	Sole	2024-05-03
2023-12-31	$365,313	1,950	0.0%	Shares	Sole	2024-02-06
2023-09-30	$290,920	1,950	0.0%	Shares	Sole	2023-10-24
2023-06-30	$339,690	1,950	-4.9%	Shares	Sole	2023-08-01
2023-03-31	$338,147	2,050	0.0%	Shares	Sole	2023-05-05
2022-12-31	$302,887	2,050	0.0%	Shares	Sole	2023-01-20
2022-09-30	$276,565	2,050	-12.8%	Shares	Sole	2022-10-28
2022-06-30	$325,757	2,350	0.0%	Shares	Sole	2022-08-02
2022-03-31	$439,450	2,350	-1.5%	Shares	Sole	2022-05-16
2021-12-31	$390,186	2,385	—	Shares	Sole	2022-05-13
No filing history on record for this holder in this stock.