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 Q2	$600K	Buy	1,773 +30	+2%	+$9.61K	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

New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return

RRAM

River Road Asset Management Louisville, Kentucky $8.99B AUM 12.83% 1-Year Est. Return

CAM

Cacti Asset Management Atlanta, Georgia $1.99B AUM 86.33% 1-Year Est. Return

CGI

Comgest Global Investors Paris, France $4.55B AUM 11.62% 1-Year Est. Return

MIHAS

Maj Invest Holding A/S Copenhagen K, Denmark $2.2B AUM 25.64% 1-Year Est. Return

SMDAM

Sumitomo Mitsui DS Asset Management Tokyo, Japan $14.5B AUM 37.68% 1-Year Est. Return

Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return

DLA

Douglas Lane & Associates New York $7.37B AUM 21.9% 1-Year Est. Return

Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

Atala Financial's AXP Position: Q2 2026 in Review

Atala Financial increased its American Express (AXP) stake by 1.7% in Q2 2026, buying an estimated $9.61K and bringing the position to 1,773 shares worth $600K. The position accounts for 0.36% of the portfolio, ranked #66.

Atala Financial first reported a position in AXP in Q4 2024 and has held it in 7 quarters since. The position peaked at $752K in Q4 2025. 940 funds tracked by Wall St. Rank hold AXP as of Q2 2026.

Atala Financial held 1,773 shares of American Express worth $600K as of Q2 2026.
Atala Financial bought 30 American Express shares in Q2 2026, an estimated $9.61K.
American Express made up 0.36% of Atala Financial's portfolio in Q2 2026, its #66 holding.
Atala Financial first reported a position in American Express in Q4 2024 and has held it in 7 quarters since.
Atala Financial's American Express position peaked at $752K in Q4 2025.
940 funds tracked by Wall St. Rank held American Express as of Q2 2026.

Based on Atala Financial's 13F filing for Q2 2026, filed 23 Jul 2026.