Atala Financial’s American Express AXP Stock Holding History

Atala Financial’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 Q3	$557K	Buy	1,833 +60	+3%	+$20K	0.32%	70
2026 Q2	$600K	Buy	1,773 +30	+2%	+$9.6K	0.36%	66
2026 Q1	$527K	Sell	1,743 -289	-14%	-$96.9K	0.35%	65
2025 Q4	$752K	Hold	2,032	–	–	0.48%	55
2025 Q3	$675K	Hold	2,032	–	–	0.42%	58
2025 Q2	$648K	Hold	2,032	–	–	0.45%	54
2025 Q1	$547K	Hold	2,032	–	–	0.4%	61
2024 Q4	$603K	Buy	+2,032	New	+$584K	0.42%	56

Other funds holding AXP

Rothschild & Co Wealth Management (UK) London, United Kingdom $7.17B AUM 0.66% 1-Year Est. Return

Sustainable Growth Advisers Stamford, Connecticut $9.9B AUM 6.96% 1-Year Est. Return

Smead Capital Management Phoenix, Arizona $4.71B AUM 32.07% 1-Year Est. Return

New York State Teachers Retirement System (NYSTRS) Albany, New York $52.9B AUM 36.03% 1-Year Est. Return

Cacti Asset Management Atlanta, Georgia $1.89B AUM 58.55% 1-Year Est. Return

Sumitomo Mitsui DS Asset Management Tokyo, Japan $14.8B AUM 30.39% 1-Year Est. Return

TD Waterhouse Canada Toronto, Ontario, Canada $38.4B AUM 30.28% 1-Year Est. Return

KBC Group Brussels, Belgium $47.9B AUM 37.61% 1-Year Est. Return

Douglas Lane & Associates New York $7.46B AUM 24.36% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

Atala Financial's AXP Position: Q3 2026 in Review

Atala Financial increased its American Express (AXP) stake by 3.4% in Q3 2026, buying an estimated $20K and bringing the position to 1,833 shares worth $557K. The position accounts for 0.32% of the portfolio, ranked #70.

Atala Financial first reported a position in AXP in Q4 2024 and has held it in 8 quarters since. The position peaked at $752K in Q4 2025. 871 funds tracked by Wall St. Rank hold AXP as of Q3 2026.

Atala Financial held 1,833 shares of American Express worth $557K as of Q3 2026.
Atala Financial bought 60 American Express shares in Q3 2026, an estimated $20K.
American Express made up 0.32% of Atala Financial's portfolio in Q3 2026, its #70 holding.
Atala Financial first reported a position in American Express in Q4 2024 and has held it in 8 quarters since.
Atala Financial's American Express position peaked at $752K in Q4 2025.
871 funds tracked by Wall St. Rank held American Express as of Q3 2026.

Based on Atala Financial's 13F filing for Q3 2026, filed 22 Oct 2026.