COMPASS CAPITAL CORP /MA/ /ADV

Position in AXP — American Express Co

CIK 749763 BRAINTREE, MA

Position in AXP

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

Position Value

$705,589

+$47,393 QoQ

Shares Held

2,086

-4.1% QoQ

Ownership

0.000%

of shares outstanding

% of Portfolio

0.43%

of 13F equity value

Holder Rank

#1,783

of 2,990 holders

Holding Since

Dec 2024

7 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Financial Services · as of Jun 30, 2026

COMPASS CAPITAL CORP /MA/ /ADV holds $3,128,353 across 4 Credit Services names. AXP ranks #2 (22.6% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	COF	Capital One Financial Corp	7,875	$1,579,882
2	AXP	American Express Co This page	2,086	$705,589
3	MA	Mastercard Inc	1,247	$640,459
4	V	Visa Inc.	590	$202,423

7 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$705,589	2,086	-4.1%	Shares	Sole	2026-08-13
2026-03-31	$658,196	2,176	-1.2%	Shares	Sole	2026-05-08
2025-12-31	$814,999	2,203	+3.9%	Shares	Sole	2026-02-12
2025-09-30	$704,179	2,120	+4.2%	Shares	Sole	2025-11-12
2025-06-30	$649,124	2,035	0.0%	Shares	Sole	2025-08-11
2025-03-31	$547,516	2,035	+56.1%	Shares	Sole	2025-04-21
2024-12-31	$387,014	1,304	—	Shares	Sole	2025-02-03
No filing history on record for this holder in this stock.