Canopy Partners, LLC

Position in AXP — American Express Co

CIK 1960860 CINCINNATI, OH

Position in AXP

as of Jun 30, 2026 · filed Jul 22, 2026 Compact

Position Value

$2,111,018

+$229,895 QoQ

Shares Held

6,241

+0.4% QoQ

Ownership

0.001%

of shares outstanding

% of Portfolio

0.92%

of 13F equity value

Holder Rank

#1,167

of 2,990 holders

Holding Since

Dec 2023

11 quarters on record

Voting authority Sole 62% Shared 0% None 38%

Financial Services · as of Jun 30, 2026

Canopy Partners, LLC holds $7,773,933 across 4 Credit Services names. AXP ranks #3 (27.2% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	V	Visa Inc.	8,559	$2,936,507
2	MA	Mastercard Inc	4,885	$2,508,936
3	AXP	American Express Co This page	6,241	$2,111,018
4	COF	Capital One Financial Corp	1,084	$217,472

11 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$2,111,018	6,241	+0.4%	Shares	Sole	2026-07-22
2026-03-31	$1,881,123	6,219	+0.1%	Shares	Sole	2026-05-11
2025-12-31	$2,297,759	6,211	+1.0%	Shares	Sole	2026-02-12
2025-09-30	$2,042,784	6,150	-0.8%	Shares	Sole	2025-10-30
2025-06-30	$1,977,357	6,199	+9.3%	Shares	Sole	2025-07-23
2025-03-31	$1,526,320	5,673	+12.2%	Shares	Sole	2025-05-07
2024-12-31	$1,500,570	5,056	+12.9%	Shares	Sole	2025-02-13
2024-09-30	$1,214,162	4,477	+7.3%	Shares	Sole	2024-11-12
2024-06-30	$966,026	4,172	+10.6%	Shares	Sole	2024-08-09
2024-03-31	$859,074	3,773	+8.5%	Shares	Sole	2024-05-15
2023-12-31	$651,193	3,476	—	Shares	Sole	2024-02-14
No filing history on record for this holder in this stock.