American Express’s MoneyLion Inc. ML Stock Holding History

American Express’s Portfolio ML Stock Details ML Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q2	–	Sell	-7,403	Closed	-$640K	–	3
2025 Q1	$640K	Hold	7,403	–	–	0.06%	2
2024 Q4	$637M	Hold	7,403	–	–	30.3%	2
2024 Q3	$308M	Hold	7,403	–	–	20.22%	2
2024 Q2	$544M	Hold	7,403	–	–	34.33%	2
2024 Q1	$528M	Hold	7,403	–	–	35.23%	2
2023 Q4	$464M	Buy	+7,403	New	+$249K	30.81%	2

Other funds holding ML

IFP Advisors Tampa, Florida $5.54B AUM 27.43% 1-Year Est. Return

American Express's ML Position: Q2 2025 in Review

American Express sold out of MoneyLion Inc. (ML) in Q2 2025, closing a stake of 7,403 shares — an estimated $640K sold.

American Express first reported a position in ML in Q4 2023 and held it in 6 quarters. The position peaked at $637M in Q4 2024. 1 fund tracked by Wall St. Rank holds ML as of Q2 2025.

American Express reported no remaining MoneyLion Inc. position as of Q2 2025 after selling out during the quarter.
American Express sold 7,403 MoneyLion Inc. shares in Q2 2025, an estimated $640K.
American Express first reported a position in MoneyLion Inc. in Q4 2023 and held it in 6 quarters.
American Express's MoneyLion Inc. position peaked at $637M in Q4 2024.
1 fund tracked by Wall St. Rank held MoneyLion Inc. as of Q2 2025.

Based on American Express's 13F filing for Q2 2025, filed 1 Aug 2025.