DAYMARK WEALTH PARTNERS, LLC

Position in AXP — American Express Co

CIK 1956824 CINCINNATI, OH

Position in AXP

as of Jun 30, 2026 · filed Jul 31, 2026 Compact

Position Value

$3,887,507

+$401,123 QoQ

Shares Held

11,493

-0.3% QoQ

Ownership

0.002%

of shares outstanding

% of Portfolio

0.13%

of 13F equity value

Holder Rank

#901

of 2,998 holders

Holding Since

Jun 2023

13 quarters on record

Voting authority Sole 100% Shared 0% None 0%

Financial Services · as of Jun 30, 2026

DAYMARK WEALTH PARTNERS, LLC holds $67,941,679 across 6 Credit Services names. AXP ranks #3 (5.7% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	V	Visa Inc.	140,198	$48,100,531
2	MA	Mastercard Inc	25,164	$12,924,230
3	AXP	American Express Co This page	11,493	$3,887,507
4	COF	Capital One Financial Corp	11,114	$2,229,690
5	PYPL	PayPal Holdings, Inc.	12,089	$522,003
6	OMF	OneMain Holdings, Inc.	4,555	$277,718

13 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$3,887,507	11,493	-0.3%	Shares	Sole	2026-07-31
2026-03-31	$3,486,384	11,526	+2.5%	Shares	Sole	2026-05-11
2025-12-31	$4,161,937	11,250	-1.4%	Shares	Sole	2026-01-12
2025-09-30	$3,789,281	11,408	+70.8%	Shares	Sole	2025-10-22
2025-06-30	$2,130,148	6,678	+4.1%	Shares	Sole	2025-08-04
2025-03-31	$1,726,762	6,418	-93.7%	Shares	Sole	2025-04-23
2024-12-31	$1,992,213	101,392	+0.1%	Shares	Sole	2025-01-17
2024-09-30	$1,799,956	101,287	+0.4%	Shares	Sole	2024-10-08
2024-06-30	$1,468,208	100,931	+0.7%	Shares	Sole	2024-08-14
2024-03-31	$1,294,322	100,267	-0.1%	Shares	Sole	2024-04-10
2023-12-31	$1,094,122	100,333	-0.7%	Shares	Sole	2024-01-09
2023-09-30	$990,737	101,004	+1717.6%	Shares	Sole	2023-10-10
2023-06-30	$968,029	5,557	—	Shares	Sole	2023-07-19
No filing history on record for this holder in this stock.