NEVILLE RODIE & SHAW INC

Position in AXP — American Express Co

CIK 71210 NEW YORK, NY

Position in AXP

as of Jun 30, 2026 · filed Jul 6, 2026 Compact

Position Value

$21,053,356

+$3,639,280 QoQ

Shares Held

62,242

+8.1% QoQ

Ownership

0.009%

of shares outstanding

% of Portfolio

1.55%

of 13F equity value

Holder Rank

#410

of 2,990 holders

Holding Since

Mar 2020

26 quarters on record

Voting authority Sole 20% Shared 0% None 80%

Financial Services · as of Jun 30, 2026

NEVILLE RODIE & SHAW INC holds $54,471,279 across 3 Credit Services names. AXP ranks #2 (38.7% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	V	Visa Inc.	95,210	$32,665,598
2	AXP	American Express Co This page	62,242	$21,053,356
3	COF	Capital One Financial Corp	3,750	$752,325

26 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$21,053,356	62,242	+8.1%	Shares	Sole	2026-07-06
2026-03-31	$17,414,076	57,571	+10.2%	Shares	Sole	2026-04-01
2025-12-31	$19,328,777	52,247	+0.8%	Shares	Sole	2026-01-06
2025-09-30	$17,209,209	51,810	+23.2%	Shares	Sole	2025-10-01
2025-06-30	$13,411,514	42,045	-28.7%	Shares	Sole	2025-07-02
2025-03-31	$15,876,370	59,009	+32.4%	Shares	Sole	2025-04-01
2024-12-31	$13,227,929	44,570	-0.0%	Shares	Sole	2025-01-06
2024-09-30	$12,090,096	44,580	-4.7%	Shares	Sole	2024-10-01
2024-06-30	$10,830,056	46,772	-0.4%	Shares	Sole	2024-07-01
2024-03-31	$10,689,361	46,947	-1.2%	Shares	Sole	2024-04-09
2023-12-31	$8,898,087	47,497	-1.5%	Shares	Sole	2024-01-02
2023-09-30	$7,190,808	48,199	-0.3%	Shares	Sole	2023-10-10
2023-06-30	$8,422,395	48,349	0.0%	Shares	Sole	2023-07-06
2023-03-31	$7,975,167	48,349	0.0%	Shares	Sole	2023-04-04
2022-12-31	$7,143,564	48,349	-1.0%	Shares	Sole	2023-01-03
2022-09-30	$6,590,218	48,849	-0.2%	Shares	Sole	2022-10-04
2022-06-30	$6,785,310	48,949	-0.4%	Shares	Sole	2022-07-06
2022-03-31	$9,190,863	49,149	-0.3%	Shares	Sole	2022-04-05
2021-12-31	$8,061,717	49,277	0.0%	Shares	Sole	2022-01-05
2021-09-30	$8,255,375	49,277	0.0%	Shares	Sole	2021-10-06
2021-06-30	$8,142,038	49,277	-0.9%	Shares	Sole	2021-07-06
2021-03-31	$7,029,850	49,702	-12.0%	Shares	Sole	2021-04-08
2020-12-31	$6,825,248	56,449	-14.8%	Shares	Sole	2021-03-04
2020-09-30	$6,643,266	66,267	-0.2%	Shares	Sole	2020-10-01
2020-06-30	$6,318,138	66,367	-2.8%	Shares	Sole	2020-07-15
2020-03-31	$5,846,135	68,288	—	Shares	Sole	2020-04-01
No filing history on record for this holder in this stock.