REGATTA CAPITAL GROUP, LLC

Position in AXP — American Express Co

CIK 1911488 EL SEGUNDO, CA

Position in AXP

as of Jun 30, 2026 · filed Aug 12, 2026 Compact

Position Value

$666,352

+$70,467 QoQ

Shares Held

1,970

0.0% QoQ

Ownership

0.000%

of shares outstanding

% of Portfolio

0.23%

of 13F equity value

Holder Rank

#1,816

of 2,990 holders

Holding Since

Dec 2021

19 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Financial Services · as of Jun 30, 2026

REGATTA CAPITAL GROUP, LLC holds $8,548,318 across 4 Credit Services names. AXP ranks #4 (7.8% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	V	Visa Inc.	12,048	$4,133,548
2	COF	Capital One Financial Corp	11,900	$2,387,378
3	MA	Mastercard Inc	2,650	$1,361,040
4	AXP	American Express Co This page	1,970	$666,352

19 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$666,352	1,970	0.0%	Shares	Sole	2026-08-12
2026-03-31	$595,885	1,970	-7.7%	Shares	Sole	2026-04-15
2025-12-31	$789,843	2,135	-4.9%	Shares	Sole	2026-01-13
2025-09-30	$745,699	2,245	-2.5%	Shares	Sole	2025-10-17
2025-06-30	$734,291	2,302	-2.3%	Shares	Sole	2025-07-15
2025-03-31	$633,881	2,356	0.0%	Shares	Sole	2025-04-14
2024-12-31	$699,237	2,356	-4.2%	Shares	Sole	2025-01-21
2024-09-30	$667,152	2,460	-1.5%	Shares	Sole	2024-10-15
2024-06-30	$578,180	2,497	0.0%	Shares	Sole	2024-08-02
2024-03-31	$568,541	2,497	-2.8%	Shares	Sole	2024-04-23
2023-12-31	$481,089	2,568	+4.2%	Shares	Sole	2024-01-22
2023-09-30	$367,753	2,465	-0.8%	Shares	Sole	2023-10-30
2023-06-30	$432,887	2,485	-13.8%	Shares	Sole	2023-07-13
2023-03-31	$475,715	2,884	0.0%	Shares	Sole	2023-05-01
2022-12-31	$426,111	2,884	+9.6%	Shares	Sole	2023-02-07
2022-09-30	$355,083	2,632	+41.7%	Shares	Sole	2022-11-14
2022-06-30	$257,417	1,857	-29.4%	Shares	Sole	2022-08-09
2022-03-31	$492,184	2,632	-3.4%	Shares	Sole	2022-05-16
2021-12-31	$445,646	2,724	—	Shares	Sole	2022-02-23
No filing history on record for this holder in this stock.