FIDELIS CAPITAL PARTNERS, LLC

Position in AXP — American Express Co

CIK 1962755 TAMPA, FL

Position in AXP

as of Jun 30, 2026 · filed Aug 13, 2026 Compact

Position Value

$2,245,641

+$305,535 QoQ

Shares Held

6,639

+3.5% QoQ

Ownership

0.001%

of shares outstanding

% of Portfolio

0.18%

of 13F equity value

Holder Rank

#1,135

of 2,990 holders

Holding Since

Mar 2023

14 quarters on record

Voting authority Sole 84% Shared 0% None 16%

Financial Services · as of Jun 30, 2026

FIDELIS CAPITAL PARTNERS, LLC holds $17,191,239 across 5 Credit Services names. AXP ranks #3 (13.1% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	V	Visa Inc.	25,845	$8,867,161
2	MA	Mastercard Inc	7,601	$3,903,873
3	AXP	American Express Co This page	6,639	$2,245,641
4	COF	Capital One Financial Corp	8,702	$1,745,795
5	SYF	Synchrony Financial	5,638	$428,769

14 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$2,245,641	6,639	+3.5%	Shares	Sole	2026-08-13
2026-03-31	$1,940,106	6,414	+1.1%	Shares	Sole	2026-05-06
2025-12-31	$2,346,222	6,342	+22.5%	Shares	Sole	2026-02-09
2025-09-30	$1,720,256	5,179	-0.9%	Shares	Sole	2025-11-03
2025-06-30	$1,667,308	5,227	+8.3%	Shares	Sole	2025-08-07
2025-03-31	$1,298,973	4,828	-14.4%	Shares	Sole	2025-05-01
2024-12-31	$1,673,598	5,639	+41.5%	Shares	Sole	2025-02-06
2024-09-30	$1,080,460	3,984	+3.0%	Shares	Sole	2024-10-25
2024-06-30	$895,403	3,867	-4.8%	Shares	Sole	2024-08-13
2024-03-31	$924,421	4,060	+40.4%	Shares	Sole	2024-05-06
2023-12-31	$541,599	2,891	+17.7%	Shares	Sole	2024-01-31
2023-09-30	$366,410	2,456	+0.8%	Shares	Sole	2023-11-08
2023-06-30	$424,525	2,437	+5.6%	Shares	Sole	2023-08-10
2023-03-31	$380,539	2,307	—	Shares	Sole	2023-05-09
No filing history on record for this holder in this stock.