Mayflower Financial Advisors, LLC

Position in AXP — American Express Co

CIK 1852930 BOSTON, MA

Position in AXP

as of Jun 30, 2026 · filed Jul 9, 2026 Compact

Position Value

$983,292

+$50,747 QoQ

Shares Held

2,907

-5.7% QoQ

Ownership

0.000%

of shares outstanding

% of Portfolio

0.13%

of 13F equity value

Holder Rank

#1,573

of 2,990 holders

Holding Since

Dec 2020

23 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Financial Services · as of Jun 30, 2026

Mayflower Financial Advisors, LLC holds $8,439,006 across 6 Credit Services names. AXP ranks #3 (11.7% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	V	Visa Inc.	11,154	$3,826,825
2	MA	Mastercard Inc	4,937	$2,535,643
3	AXP	American Express Co This page	2,907	$983,292
4	COF	Capital One Financial Corp	2,230	$447,382
5	SOFI	SoFi Technologies, Inc.	24,790	$444,484
6	SYF	Synchrony Financial	2,648	$201,380

23 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$983,292	2,907	-5.7%	Shares	Sole	2026-07-09
2026-03-31	$932,545	3,083	-1.4%	Shares	Sole	2026-04-23
2025-12-31	$1,156,463	3,126	-14.6%	Shares	Sole	2026-01-13
2025-09-30	$1,215,705	3,660	+5.5%	Shares	Sole	2025-10-17
2025-06-30	$1,106,222	3,468	+6.0%	Shares	Sole	2025-08-04
2025-03-31	$880,600	3,273	-3.7%	Shares	Sole	2025-05-02
2024-12-31	$1,008,195	3,397	-8.9%	Shares	Sole	2025-01-22
2024-09-30	$1,011,576	3,730	-5.5%	Shares	Sole	2024-11-04
2024-06-30	$914,390	3,949	+3.5%	Shares	Sole	2024-08-02
2024-03-31	$869,092	3,817	+14.1%	Shares	Sole	2024-04-29
2023-12-31	$626,464	3,344	+21.5%	Shares	Sole	2024-01-22
2023-09-30	$410,570	2,752	+8.6%	Shares	Sole	2023-10-12
2023-06-30	$441,597	2,535	+0.5%	Shares	Sole	2023-07-13
2023-03-31	$416,168	2,523	+2.0%	Shares	Sole	2023-04-12
2022-12-31	$365,385	2,473	+1.1%	Shares	Sole	2023-01-25
2022-09-30	$329,854	2,445	+2.7%	Shares	Sole	2022-10-19
2022-06-30	$329,915	2,380	+0.3%	Shares	Sole	2022-07-15
2022-03-31	$443,564	2,372	-10.4%	Shares	Sole	2022-04-21
2021-12-31	$433,049	2,647	+6.9%	Shares	Sole	2022-01-21
2021-09-30	$414,971	2,477	-0.6%	Shares	Sole	2021-10-26
2021-06-30	$411,753	2,492	+1.7%	Shares	Sole	2021-07-29
2021-03-31	$346,528	2,450	-10.9%	Shares	Sole	2021-04-23
2020-12-31	$332,502	2,750	—	Shares	Sole	2021-04-12
No filing history on record for this holder in this stock.