American Express Company
MX ˙ BMV ˙ US0258161092
SecurityMX:AXP / American Express Company
InstitutionPinnacle Bancorp, Inc.
Latest Disclosed Ownership199 shares
Latest Disclosed Value $ 60,194
Pinnacle Bancorp, Inc. ownership in AXP / American Express Company

On April 22, 2026 - Pinnacle Bancorp, Inc. filed a 13F-HR form disclosing ownership of 199 shares of American Express Company (MX:AXP) valued at $60,194 USD as of March 31, 2026. The entity filed a previous 13F-HR on January 22, 2026 disclosing 199 shares of American Express Company. This represents a change in shares of 0.00% during the quarter.

Institutional Ownership: 13F and NPORT Filings

The Security and Class in the table below are shown exactly as filed by the investor. We do our best to track continuity of investments through acquisitions, and this will be reflected in the table as changes in names. In addition to descriptive data, performance of the investment is shown over time. To calculate quarterly performance, we first calculate cost basis of the shares purchased during the quarter, then use that to calculate gross profit. Quarterly return is Gross Profit / Starting Portfolio value.

Note that cost basis is calculated and stored in thousands, so small quarterly changes in shares frequently result in a cost basis of zero.

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Disclosed Equity Positions (from 13F/NPORT Filings)
File
Date		 Effective
Date		Form Security Class ID Avg Price
Paid (Est)		 Reported
Shares		 ΔShares ΔShares
(%)		 Reported
Value
(x1000)		 ΔValue
(%)		 Alloc
(%)		 ΔAlloc ΔAlloc (%) Cost Basis
(x1000)		 Unrealized
Gain/Loss
(x1000)
2026-04-22 2026-03-31 13F American Express Co Com COM 025816109 199 0 0.00 60 -17.81 0.0178
2026-01-22 2025-12-31 13F American Express Co Com COM 025816109 199 -95 -32.31 74 -24.74 0.0216
2025-10-24 2025-09-30 13F American Express Co Com COM 025816109 294 0 0.00 98 4.30 0.0288
2025-07-11 2025-06-30 13F American Express Co Com COM 025816109 294 0 0.00 94 17.72 0.0289
2025-04-23 2025-03-31 13F American Express Co Com COM 025816109 294 0 0.00 79 -9.20 0.0258
2025-01-14 2024-12-31 13F American Express Co Com COM 025816109 294 -90 -23.44 87 -16.35 0.0284
2024-10-09 2024-09-30 13F American Express Co Com COM 025816109 384 0 0.00 104 18.18 0.0278
2024-07-15 2024-06-30 13F American Express Co Com COM 025816109 384 0 0.00 89 1.15 0.0263
2024-04-16 2024-03-31 13F American Express Co Com COM 025816109 384 29 8.17 87 31.82 0.0259
2024-01-25 2023-12-31 13F American Express Co Com COM 025816109 355 15 4.41 67 32.00 0.0218
2023-10-18 2023-09-30 13F American Express Co Com COM 025816109 340 0 0.00 51 -15.25 0.0180
2023-07-14 2023-06-30 13F American Express Co Com COM 025816109 340 -30 -8.11 59 -3.28 0.0203
2023-04-14 2023-03-31 13F American Express Co Com COM 025816109 370 0 0.00 61 0.0224
2023-01-24 2022-12-31 13F American Express Co Com COM 025816109 370 -50 -11.90 0 -100.00 0.0212
2022-10-25 2022-09-30 13F American Express Co Com COM 025816109 420 0 0.00 57 -1.72 0.0246
2022-07-12 2022-06-30 13F American Express Co Com COM 025816109 420 0 0.00 58 -26.58 0.0239
2022-04-14 2022-03-31 13F American Express Co Com COM 025816109 420 -20 -4.55 79 9.72 0.0274
2022-01-19 2021-12-31 13F American Express Co Com COM 025816109 440 -80 -15.38 72 -17.24 0.0255
2021-10-12 2021-09-30 13F American Express Co Com COM 025816109 520 -225 -30.20 87 -29.27 0.0348
2021-07-15 2021-06-30 13F American Express Co Com COM 025816109 745 0 0.00 123 17.14 0.0561
2021-04-26 2021-03-31 13F American Express Co Com COM 025816109 745 -200 -21.16 105 -7.89 0.0509
2021-01-13 2020-12-31 13F American Express Co Com COM 025816109 945 0 0.00 114 20.00 0.0702
2020-10-13 2020-09-30 13F American Express Co Com COM 025816109 945 -805 -46.00 95 -43.11 0.0670
2020-07-07 2020-06-30 13F American Express Co Com COM 025816109 1,750 0 0.00 167 11.33 0.1242
2020-04-09 2020-03-31 13F American Express Co Com COM 025816109 1,750 0 0.00 150 -31.19 0.1281
2020-01-10 2019-12-31 13F American Express Co Com COM 025816109 1,750 -80 -4.37 218 0.93 0.1511
2019-10-08 2019-09-30 13F American Express Co Com COM 025816109 1,830 0 0.00 216 -4.42 0.1233
2019-07-08 2019-06-30 13F American Express Co Com COM 025816109 1,830 0 0.00 226 13.00 0.1270
2019-04-05 2019-03-31 13F American Express Co Com COM 025816109 1,830 0 0.00 200 14.94 0.1160
2019-03-20 2018-12-31 13F American Express Co Com COM 025816109 1,830 -1,089 -37.31 174 -24.68 0.1070
2017-04-17 2017-03-31 13F American Express Co Com COM 025816109 2,919 2,919 231 0.1633
Legend
Shares
The total number of shares held by the institution at the end of the reporting period (the effective date). This is provided in the filing.
Value
The total value of the shares as of the effective date. This is provided in the filing.
Avg. Share Price
The weighted average share price of the shares held by the institution. We use FIFO accounting to determine this price
Class
This is the security class as indicated by the filer. There are a variety of values for this field. Common values include "EC" = equity common, "EP" - equity preferred
Allocation (%)
The percent of the institution's portfolio that this position represents. This is provided in NPORT filings. For 13F filings, we calculate it.
Change in Allocation
The change in allocation from the prior reporting period. This is calculated as current allocation - prior allocation.
Change in Allocation (%)
The percent change in allocation from the prior reporting period. This is calculated as (current allocation - prior allocation) / prior allocation.
Cost Basis
The total cost of the shares held. This is calculated as reported shares * avg. share price
Unrealized Gain/Loss
This is the market value of the position as of the effective date minus the cost basis.