UMB Bank, n.a.

Position in AXP — American Express Co

CIK 933429 Kansas City, MO

Back to AXP Full portfolio

Position in AXP

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

Position Value

$8,847,605

+$874,536 QoQ

Shares Held

26,157

-0.8% QoQ

Ownership

0.004%

of shares outstanding

% of Portfolio

0.15%

of 13F equity value

Holder Rank

#614

of 2,990 holders

Holding Since

Mar 2020

26 quarters on record

Voting authority Sole 73% Shared 0% None 27%

Common Shares in AXP Over Time

Shares Held

Position Value (USD)

Position in Credit Services

Financial Services · as of Jun 30, 2026

UMB Bank, n.a. holds $113,739,726 across 22 Credit Services names. AXP ranks #3 (7.8% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	MA	Mastercard Inc	102,035	$52,405,175
2	V	Visa Inc.	140,088	$48,062,791
3	AXP	American Express Co This page	26,157	$8,847,605
4	COF	Capital One Financial Corp	12,990	$2,606,053
5	SOFI	SoFi Technologies, Inc.	32,587	$584,284
6	PYPL	PayPal Holdings, Inc.	8,601	$371,390
7	SYF	Synchrony Financial	3,399	$258,493
8	ALLY	Ally Financial Inc.	3,610	$165,878

All Filings in AXP

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26 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$8,847,605	26,157	-0.8%	Shares	Defined	2026-08-13
2026-03-31	$7,973,069	26,359	+0.0%	Shares	Defined	2026-05-11
2025-12-31	$9,748,921	26,352	+20.3%	Shares	Defined	2026-02-13
2025-09-30	$7,273,638	21,898	+0.3%	Shares	Defined	2025-11-04
2025-06-30	$6,966,841	21,841	-3.3%	Shares	Defined	2025-07-11
2025-03-31	$6,075,687	22,582	+3.3%	Shares	Defined	2025-04-14
2024-12-31	$6,487,235	21,858	-1.2%	Shares	Defined	2025-01-16
2024-09-30	$6,002,469	22,133	+6.4%	Shares	Defined	2024-10-09
2024-06-30	$4,814,618	20,793	-52.7%	Shares	Defined	2024-07-29
2024-03-31	$10,002,194	43,929	-73.0%	Shares	Defined	2024-04-26
2023-12-31	$30,510,753	162,863	-0.2%	Shares	Defined	2024-01-23
2023-09-30	$24,344,823	163,180	-0.1%	Shares	Defined	2023-10-18
2023-06-30	$28,447,033	163,301	-0.3%	Shares	Defined	2023-07-25
2023-03-31	$27,022,438	163,822	-0.1%	Shares	Defined	2023-04-11
2022-12-31	$24,240,899	164,067	-0.0%	Shares	Defined	2023-01-10
2022-09-30	$22,145,206	164,148	-1.8%	Shares	Defined	2022-10-13
2022-06-30	$23,169,777	167,146	-0.1%	Shares	Defined	2022-07-20
2022-03-31	$31,298,190	167,370	-0.2%	Shares	Defined	2022-04-22
2021-12-31	$27,423,122	167,623	+822.4%	Shares	Defined	2022-02-09
2021-09-30	$3,044,354	18,172	-2.4%	Shares	Sole	2021-10-18
2021-06-30	$3,076,912	18,622	-1.8%	Shares	Sole	2021-07-26
2021-03-31	$2,681,843	18,961	-2.1%	Shares	Sole	2021-04-15
2020-12-31	$2,341,663	19,367	+4.7%	Shares	Sole	2021-02-04
2020-09-30	$1,853,922	18,493	0.0%	Shares	Sole	2020-10-16
2020-06-30	$1,760,533	18,493	-1.9%	Shares	Sole	2020-07-16
2020-03-31	$1,614,518	18,859	—	Shares	Sole	2020-05-26
No filing history on record for this holder in this stock.