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Cadent Capital Advisors’s American Express AXP Stock Holding History

Cadent Capital Advisors’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 		$2.08M Buy
6,836
+170
+3% +$56.8K 0.45% 67
2026
Q2 		$2.25M Buy
6,666
+764
+13% +$245K 0.46% 60
2026
Q1 		$1.79M Buy
5,902
+220
+4% +$73.8K 0.46% 51
2025
Q4 		$2.1M Buy
5,682
+1,263
+29% +$452K 0.54% 44
2025
Q3 		$1.47M Buy
4,419
+989
+29% +$315K 0.39% 65
2025
Q2 		$1.09M Buy
3,430
+163
+5% +$45.9K 0.35% 65
2025
Q1 		$879K Buy
3,267
+479
+17% +$142K 0.31% 54
2024
Q4 		$828K Buy
2,788
+21
+0.8% +$6.03K 0.29% 61
2024
Q3 		$750K Buy
2,767
+606
+28% +$151K 0.23% 64
2024
Q2 		$500K Buy
2,161
+1
+0% +$232 0.2% 73
2024
Q1 		$492K Hold
2,160
– – 0.2% 62
2023
Q4 		$405K Sell
2,160
-73
-3% -$11.8K 0.2% 62
2023
Q3 		$333K Sell
2,233
-81
-4% -$13.2K 0.14% 76
2023
Q2 		$403K Buy
2,314
+1
+0% +$161 0.24% 66
2023
Q1 		$381K Buy
2,313
+1
+0% +$166 0.17% 73
2022
Q4 		$342K Buy
2,312
+2
+0.1% +$296 0.17% 77
2022
Q3 		$312K Buy
2,310
+1
+0% +$151 0.17% 70
2022
Q2 		$320K Sell
2,309
-614
-21% -$101K 0.18% 66
2022
Q1 		$547K Buy
2,923
+186
+7% +$33.6K 0.25% 63
2021
Q4 		$448K Sell
2,737
-249
-8% -$42.5K 0.2% 76
2021
Q3 		$500K Buy
2,986
+1
+0% +$167 0.22% 68
2021
Q2 		$493K Sell
2,985
-130
-4% -$20.4K 0.21% 73
2021
Q1 		$441K Sell
3,115
-199
-6% -$26.3K 0.2% 70
2020
Q4 		$401K Buy
+3,314
New +$367K 0.2% 67

Other funds holding AXP

CAM
Cacti Asset Management Atlanta, Georgia $1.89B AUM 58.55% 1-Year Est. Return
DLA
Douglas Lane & Associates New York $7.46B AUM 24.36% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
BTCPP
Border to Coast Pensions Partnership Leeds, United Kingdom $7.27B AUM 24.98% 1-Year Est. Return
MSV
MN Services Vermogensbeheer The Hague, Netherlands $13.4B AUM 37.34% 1-Year Est. Return
FFM
Fisher Funds Management Auckland, New Zealand $3.44B AUM 17.27% 1-Year Est. Return
CNB
Czech National Bank Prague, Czech Republic $18.9B AUM 36.24% 1-Year Est. Return
EB
Eastern Bank Boston, Massachusetts $6.58B AUM 23.57% 1-Year Est. Return
SBWIC
Schaper Benz & Wise Investment Counsel Neenah, Wisconsin $1.51B AUM 27.44% 1-Year Est. Return
CTA
Chesley Taft & Associates Chicago, Illinois $2.56B AUM 17.49% 1-Year Est. Return

Cadent Capital Advisors's AXP Position: Q3 2026 in Review

Cadent Capital Advisors increased its American Express (AXP) stake by 2.6% in Q3 2026, buying an estimated $56.8K and bringing the position to 6,836 shares worth $2.08M. The position accounts for 0.45% of the portfolio, ranked #67.

Cadent Capital Advisors first reported a position in AXP in Q4 2020 and has held it in 24 quarters since. The position peaked at $2.25M in Q2 2026. 251 funds tracked by Wall St. Rank hold AXP as of Q3 2026.

  • Cadent Capital Advisors held 6,836 shares of American Express worth $2.08M as of Q3 2026.
  • Cadent Capital Advisors bought 170 American Express shares in Q3 2026, an estimated $56.8K.
  • American Express made up 0.45% of Cadent Capital Advisors's portfolio in Q3 2026, its #67 holding.
  • Cadent Capital Advisors first reported a position in American Express in Q4 2020 and has held it in 24 quarters since.
  • Cadent Capital Advisors's American Express position peaked at $2.25M in Q2 2026.
  • 251 funds tracked by Wall St. Rank held American Express as of Q3 2026.

Based on Cadent Capital Advisors's 13F filing for Q3 2026, filed 9 Oct 2026.