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Ares Financial Consulting’s American Express AXP Stock Holding History

Ares Financial Consulting’s Portfolio AXP Stock Details AXP Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$161K Buy
475
+3
+0.6% +$961 0.12% 100
2026
Q1 		$142K Buy
472
+333
+240% +$112K 0.11% 98
2025
Q4 		$51.4K Buy
+139
New +$49.7K 0.05% 156

Other funds holding AXP

Fisher Asset Management
Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
RCWMU
Rothschild & Co Wealth Management (UK) London, United Kingdom $6.93B AUM 1.4% 1-Year Est. Return
Nordea Investment Management
Nordea Investment Management Stockholm, Sweden $123B AUM 38.85% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $113B AUM 38.87% 1-Year Est. Return
First Eagle Investment Management
First Eagle Investment Management New York $59.9B AUM 27.01% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return
TD Asset Management
TD Asset Management Toronto, Ontario, Canada $115B AUM 41.58% 1-Year Est. Return
Pictet Asset Management
Pictet Asset Management Carouge, Switzerland $105B AUM 38.07% 1-Year Est. Return
PTC
Provident Trust Company Waukesha, Wisconsin $4.77B AUM 29.31% 1-Year Est. Return

Ares Financial Consulting's AXP Position: Q2 2026 in Review

Ares Financial Consulting increased its American Express (AXP) stake by 0.64% in Q2 2026, buying an estimated $961 and bringing the position to 475 shares worth $161K. The position accounts for 0.12% of the portfolio, ranked #100.

Ares Financial Consulting first reported a position in AXP in Q4 2025 and has held it in 3 quarters since. 1,690 funds tracked by Wall St. Rank hold AXP as of Q2 2026.

  • Ares Financial Consulting held 475 shares of American Express worth $161K as of Q2 2026.
  • Ares Financial Consulting bought 3 American Express shares in Q2 2026, an estimated $961.
  • American Express made up 0.12% of Ares Financial Consulting's portfolio in Q2 2026, its #100 holding.
  • Ares Financial Consulting first reported a position in American Express in Q4 2025 and has held it in 3 quarters since.
  • 1,690 funds tracked by Wall St. Rank held American Express as of Q2 2026.

Based on Ares Financial Consulting's 13F filing for Q2 2026, filed 9 Jul 2026.