CGC Financial Services
AXP icon

CGC Financial Services’s American Express AXP Stock Holding History

CGC Financial Services’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 		$177K Hold
582
– – 0.04% 71
2026
Q2 		$197K Hold
582
– – 0.04% 69
2026
Q1 		$176K Hold
582
– – 0.05% 67
2025
Q4 		$215K Hold
582
– – 0.06% 62
2025
Q3 		$193K Hold
582
– – 0.05% 64
2025
Q2 		$186K Buy
+582
New +$164K 0.06% 63
2024
Q1 		– Sell
-95
Closed -$17.8K – 362
2023
Q4 		$17.8K Buy
+95
New +$15.3K 0.01% 180

Other funds holding AXP

Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $348B AUM 26.9% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return
Nuveen
Nuveen Charlotte, North Carolina $420B AUM 34.97% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return
Barclays
Barclays London, United Kingdom $500B AUM 36.84% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $362B AUM 34.89% 1-Year Est. Return
Rothschild & Co Wealth Management (UK)
Rothschild & Co Wealth Management (UK) London, United Kingdom $7.17B AUM 0.66% 1-Year Est. Return

CGC Financial Services's AXP Position: Q3 2026 in Review

CGC Financial Services held its American Express (AXP) position steady in Q3 2026 at 582 shares worth $177K. The position accounts for 0.04% of the portfolio, ranked #71.

CGC Financial Services first reported a position in AXP in Q4 2023 and has held it in 7 quarters since. The position peaked at $215K in Q4 2025. 1,993 funds tracked by Wall St. Rank hold AXP as of Q3 2026.

  • CGC Financial Services held 582 shares of American Express worth $177K as of Q3 2026.
  • CGC Financial Services left its American Express share count unchanged in Q3 2026.
  • American Express made up 0.04% of CGC Financial Services's portfolio in Q3 2026, its #71 holding.
  • CGC Financial Services first reported a position in American Express in Q4 2023 and has held it in 7 quarters since.
  • CGC Financial Services's American Express position peaked at $215K in Q4 2025.
  • 1,993 funds tracked by Wall St. Rank held American Express as of Q3 2026.

Based on CGC Financial Services's 13F filing for Q3 2026, filed 13 Oct 2026.