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American Express Company shares owned by Convergence Financial

Quarter-by-quarter ownership of American Express Company (AXP) shares owned by Convergence Financial from 13F filings

Historical chart of Convergence Financial investment in American Express Company

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All positions including American Express Company held by Convergence Financial consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in American Express Company by Convergence Financial

Quarter filed Position value Share count Share price at filing
2026-06-30 $259k 766 338.26

More positions owned by Convergence Financial

Spdr Series Trust ST STR P500GRW (SPYG)
Spdr Series Trust St Str P500val (SPYV)
J P Morgan Exchange Traded F Active Value Etf (JAVA)
Spdr Series Trust St Str Sp600grwo (SLYG)
Spdr Series Trust ST STR SP400GRW (MDYG)
Spdr Series Trust ST STR SP600SM C (SLYV)
Spdr Series Trust St Str Sp400val (MDYV)
Select Sector Spdr Tr St Str Techn Etf (XLK)
Franklin Templeton Etf Tr Invt Grade Corpt (FLCO)
Invesco Exch Traded Fd Tr Ii Short Term Etf (TBLL)
Ishares Tr Msci Usa Mmentm (MTUM)
Capital Grp Fixed Incm Etf T Core Plus Incm (CGCP)
Spdr Series Trust St Str Aggre Etf (SPAB)
American Centy Etf Tr Avantis Emgmkt (AVEM)
Ishares Tr Core Msci Intl (IDEV)

View all positions for Convergence Financial

Top funds holding American Express Company

Berkshire Hathaway
BlackRock
Vanguard Capital Management
State Street Corporation
Jpmorgan Chase & Co
Geode Capital Management
Morgan Stanley
Fisher Investments
Vanguard Portfolio Management
Norges Bank Investment Management
Bank of America Corporation
T. Rowe Price Associates
Northern Trust
FMR
Wells Fargo & Company

View all funds holding American Express Company