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Bravera Wealth’s American Express AXP Stock Holding History

Bravera Wealth’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 		$5.41K Hold
16
– – ﹤0.01% 302
2026
Q1 		$4.84K Sell
16
-9
-36% -$3.02K ﹤0.01% 335
2025
Q4 		$9.25K Buy
+25
New +$8.95K ﹤0.01% 279

Other funds holding AXP

New York State Teachers Retirement System (NYSTRS)
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
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
Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

Bravera Wealth's AXP Position: Q2 2026 in Review

Bravera Wealth held its American Express (AXP) position steady in Q2 2026 at 16 shares worth $5.41K. The position accounts for ﹤0.01% of the portfolio, ranked #302.

Bravera Wealth first reported a position in AXP in Q4 2025 and has held it in 3 quarters since. The position peaked at $9.25K in Q4 2025. 943 funds tracked by Wall St. Rank hold AXP as of Q2 2026.

  • Bravera Wealth held 16 shares of American Express worth $5.41K as of Q2 2026.
  • Bravera Wealth left its American Express share count unchanged in Q2 2026.
  • American Express made up ﹤0.01% of Bravera Wealth's portfolio in Q2 2026, its #302 holding.
  • Bravera Wealth first reported a position in American Express in Q4 2025 and has held it in 3 quarters since.
  • Bravera Wealth's American Express position peaked at $9.25K in Q4 2025.
  • 943 funds tracked by Wall St. Rank held American Express as of Q2 2026.

Based on Bravera Wealth's 13F filing for Q2 2026, filed 23 Jul 2026.