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55 North Private Wealth, LLC

Position in AXP — American Express Co

CIK 2106457 WINTER PARK, FL

Position in AXP

as of Jun 30, 2026 · filed Jul 7, 2026
Position Value
$498,580
+$60,287 QoQ
Shares Held
1,474
+1.7% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.36%
of 13F equity value
Holder Rank
#2,030
of 2,990 holders
Holding Since
Dec 2025
3 quarters on record
Voting authority Sole 0% Shared 0% None 100%

Common Shares in AXP Over Time

Shares Held

Position Value (USD)

Position in Credit Services

Financial Services · as of Jun 30, 2026

55 North Private Wealth, LLC holds $2,582,920 across 4 Credit Services names. AXP ranks #3 (19.3% of the industry book) .

# Ticker Company Shares Value (USD) Open
3 AXP
American Express Co
This page
1,474 $498,580

All Filings in AXP

Export CSV
3 filing rows on record
Report Date Value (USD) Shares
2026-06-30 $498,580 1,474
2026-03-31 $438,293 1,449
2025-12-31 $500,912 1,354