Alpine Bank Wealth Management
BankPosition in AXP — American Express Co
CIK 1974910
GRAND JUNCTION, CO
Position in AXP
as of Jun 30, 2026
· filed Aug 7, 2026
Position Value
$1,841,771
+$194,768 QoQ
Shares Held
5,445
0.0% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
1.16%
of 13F equity value
Holder Rank
#1,229
of 2,990 holders
Holding Since
Sep 2024
7 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in AXP Over Time
Shares Held
Position Value (USD)
Position in Credit Services
Financial Services · as of Jun 30, 2026Alpine Bank Wealth Management holds $3,220,792 across 5 Credit Services names. AXP ranks #1 (57.2% of the industry book) .
All Filings in AXP
Export CSV
7 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,841,771 | 5,445 | Shares | Sole | 2026-08-07 | |
| 2026-03-31 | $1,647,003 | 5,445 | Shares | Sole | 2026-04-21 | |
| 2025-12-31 | $2,014,377 | 5,445 | Shares | Sole | 2026-01-15 | |
| 2025-09-30 | $1,808,610 | 5,445 | Shares | Sole | 2025-10-22 | |
| 2025-06-30 | $1,736,845 | 5,445 | Shares | Sole | 2025-07-17 | |
| 2025-03-31 | $1,464,976 | 5,445 | Shares | Sole | 2025-04-23 | |
| 2024-09-30 | $1,476,683 | 5,445 | Shares | Sole | 2024-11-12 | |
| No filing history on record for this holder in this stock. | ||||||