Clayton Financial Group
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Clayton Financial Group’s American Express AXP Stock Holding History

Clayton Financial Group’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 		$1.12M Hold
3,683
– – 0.59% 24
2026
Q2 		$1.25M Sell
3,683
-280
-7% -$89.6K 0.69% 24
2026
Q1 		$1.2M Hold
3,963
– – 0.62% 25
2025
Q4 		$1.47M Buy
3,963
+280
+8% +$100K 0.75% 23
2025
Q3 		$1.22M Buy
+3,683
New +$1.17M 0.89% 16

Other funds holding AXP

Rothschild & Co Wealth Management (UK)
Rothschild & Co Wealth Management (UK) London, United Kingdom $7.17B AUM 0.66% 1-Year Est. Return
Sustainable Growth Advisers
Sustainable Growth Advisers Stamford, Connecticut $9.9B AUM 6.96% 1-Year Est. Return
Smead Capital Management
Smead Capital Management Phoenix, Arizona $4.71B AUM 32.07% 1-Year Est. Return
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $52.9B AUM 36.03% 1-Year Est. Return
Cacti Asset Management
Cacti Asset Management Atlanta, Georgia $1.89B AUM 58.55% 1-Year Est. Return
Maj Invest Holding A/S
Maj Invest Holding A/S Copenhagen K, Denmark $2.26B AUM 22.4% 1-Year Est. Return
Sumitomo Mitsui DS Asset Management
Sumitomo Mitsui DS Asset Management Tokyo, Japan $14.8B AUM 30.39% 1-Year Est. Return
Asset Management One
Asset Management One Tokyo, Japan $40B AUM 30.45% 1-Year Est. Return
TD Waterhouse Canada
TD Waterhouse Canada Toronto, Ontario, Canada $38.4B AUM 30.28% 1-Year Est. Return
DekaBank Deutsche Girozentrale
DekaBank Deutsche Girozentrale Frankfurt, Germany $87.8B AUM 20.94% 1-Year Est. Return

Clayton Financial Group's AXP Position: Q3 2026 in Review

Clayton Financial Group held its American Express (AXP) position steady in Q3 2026 at 3,683 shares worth $1.12M. The position accounts for 0.59% of the portfolio, ranked #24.

Clayton Financial Group first reported a position in AXP in Q3 2025 and has held it in 5 quarters since. The position peaked at $1.47M in Q4 2025. 1,027 funds tracked by Wall St. Rank hold AXP as of Q3 2026.

  • Clayton Financial Group held 3,683 shares of American Express worth $1.12M as of Q3 2026.
  • Clayton Financial Group left its American Express share count unchanged in Q3 2026.
  • American Express made up 0.59% of Clayton Financial Group's portfolio in Q3 2026, its #24 holding.
  • Clayton Financial Group first reported a position in American Express in Q3 2025 and has held it in 5 quarters since.
  • Clayton Financial Group's American Express position peaked at $1.47M in Q4 2025.
  • 1,027 funds tracked by Wall St. Rank held American Express as of Q3 2026.

Based on Clayton Financial Group's 13F filing for Q3 2026, filed 13 Oct 2026.