South Shore Capital Advisors

Position in AXP — American Express Co

CIK 1852993 COHASSET, MA

Position in AXP

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

Position Value

$2,376,882

+$212,033 QoQ

Shares Held

7,027

-1.8% QoQ

Ownership

0.001%

of shares outstanding

% of Portfolio

2.11%

of 13F equity value

Holder Rank

#1,113

of 2,990 holders

Holding Since

Mar 2022

4 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Financial Services · as of Jun 30, 2026

South Shore Capital Advisors holds $8,548,395 across 4 Credit Services names. AXP ranks #2 (27.8% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	V	Visa Inc.	10,824	$3,713,606
2	AXP	American Express Co This page	7,027	$2,376,882
3	COF	Capital One Financial Corp	7,454	$1,495,421
4	MA	Mastercard Inc	1,874	$962,486

4 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$2,376,882	7,027	-1.8%	Shares	Sole	2026-07-30
2026-03-31	$2,164,849	7,157	-4.9%	Shares	Sole	2026-04-28
2025-12-31	$2,784,613	7,527	+540.6%	Shares	Sole	2026-01-21
2022-03-31	$219,725	1,175	—	Shares	Sole	2022-04-19
No filing history on record for this holder in this stock.