Border to Coast Pensions Partnership’s American Express AXP Stock Holding History

Border to Coast Pensions Partnership’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	$51.1M	Buy	168,399 +15,543	+10%	+$5.19M	0.7%	44
2026 Q2	$51.7M	Hold	152,856	–	–	0.76%	41
2026 Q1	$46.4M	Hold	152,856	–	–	0.78%	43
2025 Q4	$56.7M	Hold	152,856	–	–	0.99%	33
2025 Q3	$50.8M	Sell	152,856 -28,898	-16%	-$9.19M	0.88%	36
2025 Q2	$58M	Hold	181,754	–	–	1.06%	29
2025 Q1	$48.9M	Hold	181,754	–	–	1%	33
2024 Q4	$53.9M	Hold	181,754	–	–	1.06%	26
2024 Q3	$49.1M	Sell	181,754 -16,099	-8%	-$4.01M	1%	32
2024 Q2	$45.8M	Sell	197,853 -7,046	-3%	-$1.63M	1.08%	32
2024 Q1	$46.6M	Hold	204,899	–	–	1.04%	29
2023 Q4	$38.4M	Hold	204,899	–	–	0.94%	45
2023 Q3	$30.8M	Hold	204,899	–	–	0.82%	50
2023 Q2	$35.7M	Hold	204,899	–	–	0.9%	40
2023 Q1	$33.8M	Buy	204,899 +34,443	+20%	+$5.71M	0.91%	43
2022 Q4	$25.2M	Hold	170,456	–	–	0.81%	54
2022 Q3	$23M	Hold	170,456	–	–	0.74%	51
2022 Q2	$23.7M	Buy	170,456 +22,447	+15%	+$3.71M	0.73%	55
2022 Q1	$27.6M	Buy	148,009 +176	+0.1%	+$31.8K	0.79%	51
2021 Q4	$24.2M	Hold	147,833	–	–	0.81%	46
2021 Q3	$24.1M	Hold	147,833	–	–	0.82%	46
2021 Q2	$24.6M	Buy	+147,833	New	+$23.2M	0.86%	40

Other funds holding AXP

CAM

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

MSV

MN Services Vermogensbeheer The Hague, Netherlands $13.4B AUM 37.34% 1-Year Est. Return

Eastern Bank Boston, Massachusetts $6.58B AUM 23.57% 1-Year Est. Return

NRS

Neville Rodie & Shaw New York $1.48B AUM 34.49% 1-Year Est. Return

AMBIA

Allen Mooney & Barnes Investment Advisors Thomasville, Georgia $673M AUM 20.03% 1-Year Est. Return

VVP

Venture Visionary Partners Sylvania, Ohio $3.82B AUM 21.33% 1-Year Est. Return

GGS

Galvin Gaustad & Stein Scottsdale, Arizona $1.33B AUM 13.15% 1-Year Est. Return

MWA

MFA Wealth Advisors Pittsburgh, Pennsylvania $589M AUM 19.71% 1-Year Est. Return

NFGCM

Norman Fields Gottscho Capital Management New York $329M AUM 22.06% 1-Year Est. Return

Coastline Trust Providence, Rhode Island $1.07B AUM 21.73% 1-Year Est. Return

Border to Coast Pensions Partnership's AXP Position: Q3 2026 in Review

Border to Coast Pensions Partnership increased its American Express (AXP) stake by 10% in Q3 2026, buying an estimated $5.19M and bringing the position to 168,399 shares worth $51.1M. The position accounts for 0.7% of the portfolio, ranked #44.

Border to Coast Pensions Partnership first reported a position in AXP in Q2 2021 and has held it in 22 quarters since. The position peaked at $58M in Q2 2025. 113 funds tracked by Wall St. Rank hold AXP as of Q3 2026.

Border to Coast Pensions Partnership held 168,399 shares of American Express worth $51.1M as of Q3 2026.
Border to Coast Pensions Partnership bought 15,543 American Express shares in Q3 2026, an estimated $5.19M.
American Express made up 0.7% of Border to Coast Pensions Partnership's portfolio in Q3 2026, its #44 holding.
Border to Coast Pensions Partnership first reported a position in American Express in Q2 2021 and has held it in 22 quarters since.
Border to Coast Pensions Partnership's American Express position peaked at $58M in Q2 2025.
113 funds tracked by Wall St. Rank held American Express as of Q3 2026.

Based on Border to Coast Pensions Partnership's 13F filing for Q3 2026, filed 9 Oct 2026.