ANCHOR CAPITAL ADVISORS LLC

Position in AXP — American Express Co

CIK 813933 Boston, MA

Position in AXP

as of Jun 30, 2026 · filed Aug 5, 2026 Compact

Position Value

$16,868,865

+$768,460 QoQ

Shares Held

49,871

-6.3% QoQ

Ownership

0.007%

of shares outstanding

% of Portfolio

0.51%

of 13F equity value

Holder Rank

#446

of 2,990 holders

Holding Since

Jun 2020

25 quarters on record

Voting authority Sole 98% Shared 0% None 2%

Financial Services · as of Jun 30, 2026

ANCHOR CAPITAL ADVISORS LLC holds $38,146,574 across 4 Credit Services names. AXP ranks #2 (44.2% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	V	Visa Inc.	55,382	$19,001,010
2	AXP	American Express Co This page	49,871	$16,868,865
3	NNI	Nelnet Inc	13,282	$1,770,889
4	PYPL	PayPal Holdings, Inc.	11,714	$505,810

25 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$16,868,865	49,871	-6.3%	Shares	Sole	2026-08-05
2026-03-31	$16,100,405	53,228	-0.2%	Shares	Sole	2026-05-12
2025-12-31	$19,736,462	53,349	-3.2%	Shares	Sole	2026-02-10
2025-09-30	$18,298,362	55,089	-2.4%	Shares	Sole	2025-10-30
2025-06-30	$17,996,213	56,418	+20.7%	Shares	Sole	2025-08-06
2025-03-31	$12,579,163	46,754	-4.6%	Shares	Sole	2025-05-13
2024-12-31	$14,547,755	49,017	-20.2%	Shares	Sole	2025-02-05
2024-09-30	$16,654,120	61,409	-1.4%	Shares	Sole	2024-10-31
2024-06-30	$14,420,239	62,277	+18.6%	Shares	Sole	2024-08-06
2024-03-31	$11,955,546	52,508	-15.0%	Shares	Sole	2024-05-07
2023-12-31	$11,575,738	61,790	-1.8%	Shares	Sole	2024-02-05
2023-09-30	$9,388,377	62,929	-2.0%	Shares	Sole	2023-11-09
2023-06-30	$11,182,072	64,191	-4.6%	Shares	Sole	2023-08-04
2023-03-31	$11,093,052	67,251	+2.5%	Shares	Sole	2023-05-03
2022-12-31	$9,694,025	65,611	-5.6%	Shares	Sole	2023-02-10
2022-09-30	$9,374,626	69,488	-5.3%	Shares	Sole	2022-11-09
2022-06-30	$10,169,579	73,363	-7.3%	Shares	Sole	2022-08-04
2022-03-31	$14,799,741	79,143	-49.0%	Shares	Sole	2022-05-06
2021-12-31	$25,392,356	155,210	-3.4%	Shares	Sole	2022-02-10
2021-09-30	$26,922,071	160,700	-19.1%	Shares	Sole	2021-11-02
2021-06-30	$32,815,338	198,604	-1.0%	Shares	Sole	2021-08-16
2021-03-31	$28,363,246	200,532	+5.7%	Shares	Sole	2021-05-14
2020-12-31	$22,929,372	189,640	+2.7%	Shares	Sole	2021-02-08
2020-09-30	$18,515,072	184,689	+59.6%	Shares	Sole	2020-11-13
2020-06-30	$11,017,781	115,733	—	Shares	Sole	2020-08-10
No filing history on record for this holder in this stock.