Northwest & Ethical Investments L.P.

Position in AXP — American Express Co

CIK 2033536 TORONTO, A6

Position in AXP

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

Position Value

$5,397,117

-$2,808,257 QoQ

Shares Held

15,956

-41.2% QoQ

Ownership

0.002%

of shares outstanding

% of Portfolio

0.14%

of 13F equity value

Holder Rank

#784

of 2,990 holders

Holding Since

Mar 2020

26 quarters on record

Voting authority Sole 100% Shared 0% None 0%

Financial Services · as of Jun 30, 2026

Northwest & Ethical Investments L.P. holds $84,378,110 across 4 Credit Services names. AXP ranks #3 (6.4% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	V	Visa Inc.	127,005	$43,574,145
2	MA	Mastercard Inc	66,007	$33,901,195
3	AXP	American Express Co This page	15,956	$5,397,117
4	COF	Capital One Financial Corp	7,505	$1,505,653

26 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$5,397,117	15,956	-41.2%	Shares	Sole	2026-08-13
2026-03-31	$8,205,374	27,127	+0.7%	Shares	Sole	2026-05-14
2025-12-31	$9,968,302	26,945	-17.8%	Shares	Sole	2026-02-17
2025-09-30	$10,894,183	32,798	+41.9%	Shares	Sole	2025-11-12
2025-06-30	$7,374,179	23,118	+13.7%	Shares	Sole	2025-08-13
2025-03-31	$5,470,862	20,334	-28.4%	Shares	Sole	2025-05-13
2024-12-31	$8,433,287	28,415	-33.5%	Shares	Sole	2025-02-11
2024-09-30	$11,593,800	42,750	-24.9%	Shares	Sole	2024-11-14
2024-06-30	$13,186,309	56,948	-1.5%	Shares	Sole	2024-08-14
2024-03-31	$13,166,174	57,825	-5.5%	Shares	Sole	2025-07-09
2023-12-31	$11,466,332	61,206	-2.0%	Shares	Sole	2025-07-09
2023-09-30	$9,313,185	62,425	-2.5%	Shares	Sole	2025-07-09
2023-06-30	$11,156,464	64,044	-29.3%	Shares	Sole	2025-07-09
2023-03-31	$14,935,727	90,547	-4.8%	Shares	Sole	2025-07-09
2022-12-31	$14,045,853	95,065	+36.2%	Shares	Sole	2025-07-09
2022-09-30	$9,419,281	69,819	+100.9%	Shares	Sole	2025-07-09
2022-06-30	$4,818,569	34,761	+0.5%	Shares	Sole	2025-07-09
2022-03-31	$6,468,517	34,591	-4.2%	Shares	Sole	2025-07-09
2021-12-31	$5,906,941	36,106	-30.2%	Shares	Sole	2025-07-09
2021-09-30	$8,666,326	51,730	-58.4%	Shares	Sole	2025-07-09
2021-06-30	$20,555,438	124,405	+101.1%	Shares	Sole	2025-07-09
2021-03-31	$8,751,741	61,876	-3.2%	Shares	Sole	2025-07-09
2020-12-31	$7,731,589	63,945	-15.8%	Shares	Sole	2025-07-08
2020-09-30	$7,616,293	75,973	+1.3%	Shares	Sole	2025-07-08
2020-06-30	$7,136,763	74,966	+24.5%	Shares	Sole	2025-07-08
2020-03-31	$5,155,434	60,220	—	Shares	Sole	2025-07-08
No filing history on record for this holder in this stock.