Position in AXP
as of Jun 30, 2026
· filed Jul 29, 2026
Position Value
$5,003,393
+$441,088 QoQ
Shares Held
14,792
-1.9% QoQ
Ownership
0.002%
of shares outstanding
% of Portfolio
0.48%
of 13F equity value
Holder Rank
#808
of 2,984 holders
Holding Since
Mar 2020
26 quarters on record
Voting authority
Sole 98%
Shared 0%
None 2%
Common Shares in AXP Over Time
Shares Held
Position Value (USD)
Position in Credit Services
Financial Services · as of Jun 30, 2026NBT BANK N A /NY holds $14,223,612 across 7 Credit Services names. AXP ranks #2 (35.2% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | V |
Visa Inc.
|
16,678 | $5,722,054 | |
| 2 | AXP |
American Express Co
This page
|
14,792 | $5,003,393 | |
| 3 | MA |
Mastercard Inc
|
6,509 | $3,343,021 | |
| 4 | PYPL |
PayPal Holdings, Inc.
|
2,304 | $99,485 | |
| 5 | COF |
Capital One Financial Corp
|
269 | $53,966 | |
| 6 | AFRM |
Affirm Holdings, Inc.
|
16 | $1,304 | |
| 7 | UPST |
Upstart Holdings, Inc.
|
11 | $389 |
All Filings in AXP
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $5,003,393 | 14,792 | Shares | Sole | 2026-07-29 | |
| 2026-03-31 | $4,562,305 | 15,083 | Shares | Sole | 2026-04-28 | |
| 2025-12-31 | $5,811,174 | 15,708 | Shares | Sole | 2026-01-23 | |
| 2025-09-30 | $5,544,082 | 16,691 | Shares | Sole | 2025-10-28 | |
| 2025-06-30 | $5,441,479 | 17,059 | Shares | Sole | 2025-07-23 | |
| 2025-03-31 | $4,673,128 | 17,369 | Shares | Sole | 2025-04-17 | |
| 2024-12-31 | $5,630,698 | 18,972 | Shares | Sole | 2025-02-07 | |
| 2024-09-30 | $5,256,940 | 19,384 | Shares | Sole | 2024-11-14 | |
| 2024-06-30 | $4,744,458 | 20,490 | Shares | Sole | 2024-07-30 | |
| 2024-03-31 | $4,479,117 | 19,672 | Shares | Sole | 2024-04-24 | |
| 2023-12-31 | $3,717,761 | 19,845 | Shares | Sole | 2024-02-09 | |
| 2023-09-30 | $2,862,508 | 19,187 | Shares | Sole | 2023-10-26 | |
| 2023-06-30 | $877,445 | 5,037 | Shares | Sole | 2023-07-24 | |
| 2023-03-31 | $850,646 | 5,157 | Shares | Sole | 2023-05-02 | |
| 2022-12-31 | $761,946 | 5,157 | Shares | Sole | 2023-02-10 | |
| 2022-09-30 | $734,988 | 5,448 | Shares | Sole | 2022-11-15 | |
| 2022-06-30 | $801,916 | 5,785 | Shares | Sole | 2022-07-26 | |
| 2022-03-31 | $1,086,470 | 5,810 | Shares | Sole | 2022-04-29 | |
| 2021-12-31 | $956,568 | 5,847 | Shares | Sole | 2022-01-27 | |
| 2021-09-30 | $991,274 | 5,917 | Shares | Sole | 2021-10-18 | |
| 2021-06-30 | $967,586 | 5,856 | Shares | Sole | 2021-07-28 | |
| 2021-03-31 | $836,051 | 5,911 | Shares | Sole | 2021-04-08 | |
| 2020-12-31 | $959,178 | 7,933 | Shares | Sole | 2021-01-15 | |
| 2020-09-30 | $809,317 | 8,073 | Shares | Sole | 2020-10-29 | |
| 2020-06-30 | $835,665 | 8,778 | Shares | Sole | 2020-07-22 | |
| 2020-03-31 | $788,724 | 9,213 | Shares | Sole | 2020-04-23 | |
| No filing history on record for this holder in this stock. | ||||||