PINNACLE ASSOCIATES LTD

Position in AXP — American Express Co

CIK 743127 NEW YORK, NY

Position in AXP

as of Jun 30, 2026 · filed Aug 3, 2026 Compact

Position Value

$54,681,495

+$6,479,795 QoQ

Shares Held

161,660

+1.4% QoQ

Ownership

0.024%

of shares outstanding

% of Portfolio

0.71%

of 13F equity value

Holder Rank

#228

of 2,998 holders

Holding Since

Mar 2020

26 quarters on record

Voting authority Sole 98% Shared 0% None 2%

Financial Services · as of Jun 30, 2026

PINNACLE ASSOCIATES LTD holds $146,349,004 across 6 Credit Services names. AXP ranks #2 (37.4% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	V	Visa Inc.	177,218	$60,801,723
2	AXP	American Express Co This page	161,660	$54,681,495
3	MA	Mastercard Inc	39,421	$20,246,625
4	COF	Capital One Financial Corp	46,931	$9,415,297
5	SOFI	SoFi Technologies, Inc.	44,336	$794,944
6	SYF	Synchrony Financial	5,377	$408,920

26 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$54,681,495	161,660	+1.4%	Shares	Sole	2026-08-03
2026-03-31	$48,201,700	159,355	-1.0%	Shares	Sole	2026-04-22
2025-12-31	$59,538,643	160,937	-2.2%	Shares	Sole	2026-02-05
2025-09-30	$54,640,320	164,500	-0.4%	Shares	Sole	2025-11-13
2025-06-30	$52,679,228	165,149	-1.6%	Shares	Sole	2025-08-04
2025-03-31	$45,172,687	167,897	+1.1%	Shares	Sole	2025-05-06
2024-12-31	$49,288,805	166,073	-13.9%	Shares	Sole	2025-02-14
2024-09-30	$52,291,156	192,814	+2.4%	Shares	Sole	2024-10-25
2024-06-30	$43,587,898	188,244	-1.0%	Shares	Sole	2024-07-30
2024-03-31	$43,282,730	190,095	-1.4%	Shares	Sole	2024-04-26
2023-12-31	$36,121,774	192,814	-0.5%	Shares	Sole	2024-01-19
2023-09-30	$28,911,380	193,789	-1.1%	Shares	Sole	2023-10-24
2023-06-30	$34,120,902	195,872	+56.5%	Shares	Sole	2023-07-27
2023-03-31	$20,640,358	125,131	+0.7%	Shares	Sole	2023-05-05
2022-12-31	$18,366,211	124,306	+1.9%	Shares	Sole	2023-02-01
2022-09-30	$16,453,758	121,961	-2.3%	Shares	Sole	2022-11-01
2022-06-30	$17,296,310	124,775	+1.1%	Shares	Sole	2022-08-02
2022-03-31	$23,087,955	123,465	+4.2%	Shares	Sole	2022-05-05
2021-12-31	$19,387,090	118,503	+12.4%	Shares	Sole	2022-02-02
2021-09-30	$17,670,394	105,476	-0.8%	Shares	Sole	2021-10-19
2021-06-30	$17,570,558	106,340	-1.4%	Shares	Sole	2021-08-02
2021-03-31	$15,252,889	107,840	-2.4%	Shares	Sole	2021-05-12
2020-12-31	$13,357,411	110,474	-12.6%	Shares	Sole	2021-01-26
2020-09-30	$12,667,489	126,359	+0.7%	Shares	Sole	2020-10-23
2020-06-30	$11,940,555	125,426	+10.5%	Shares	Sole	2020-08-14
2020-03-31	$9,716,649	113,499	—	Shares	Sole	2020-05-13
No filing history on record for this holder in this stock.