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Community Financial Services Group’s American Express AXP Stock Holding History

Community Financial Services 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 		$5.37M Buy
17,762
+110
+0.6% +$36.8K 0.82% 40
2026
Q2 		$6.14M Sell
17,652
-2,882
-14% -$923K 0.9% 37
2026
Q1 		$6.19M Sell
20,534
-249
-1% -$83.5K 1.09% 31
2025
Q4 		$7.69M Sell
20,783
-1,465
-7% -$524K 1.41% 24
2025
Q3 		$7.39M Sell
22,248
-595
-3% -$189K 1.35% 26
2025
Q2 		$7.29M Sell
22,843
-339
-1% -$95.4K 1.45% 24
2025
Q1 		$6.24M Sell
23,182
-275
-1% -$81.3K 1.35% 28
2024
Q4 		$6.96M Sell
23,457
-53
-0.2% -$15.2K 1.38% 21
2024
Q3 		$6.38M Sell
23,510
-261
-1% -$65K 1.3% 24
2024
Q2 		$5.5M Buy
23,771
+1,258
+6% +$291K 1.19% 29
2024
Q1 		$5.13M Buy
+22,513
New +$4.67M 1.17% 25
2023
Q3 		$620K Buy
+4,156
New +$680K 0.16% 83
2019
Q2 		– Sell
-2,000
Closed -$219K – 73
2019
Q1 		$219K Buy
+2,000
New +$210K 0.07% 84
2018
Q4 		– Sell
-2,000
Closed -$213K – 90
2018
Q3 		$213K Buy
+2,000
New +$208K 0.07% 86
2015
Q4 		– Sell
-69
Closed -$5K – 80
2015
Q3 		$5K Hold
69
– – ﹤0.01% 242
2015
Q2 		$5K Hold
69
– – ﹤0.01% 257
2015
Q1 		$5K Hold
69
– – ﹤0.01% 267
2014
Q4 		$6K Buy
+69
New +$6.19K ﹤0.01% 256

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
Sumitomo Mitsui DS Asset Management
Sumitomo Mitsui DS Asset Management Tokyo, Japan $14.8B AUM 30.39% 1-Year Est. Return
TD Waterhouse Canada
TD Waterhouse Canada Toronto, Ontario, Canada $38.4B AUM 30.28% 1-Year Est. Return
KBC Group
KBC Group Brussels, Belgium $47.9B AUM 37.61% 1-Year Est. Return
Douglas Lane & Associates
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

Community Financial Services Group's AXP Position: Q3 2026 in Review

Community Financial Services Group increased its American Express (AXP) stake by 0.62% in Q3 2026, buying an estimated $36.8K and bringing the position to 17,762 shares worth $5.37M. The position accounts for 0.82% of the portfolio, ranked #40.

Community Financial Services Group first reported a position in AXP in Q4 2014 and has held it in 18 quarters since. The position peaked at $7.69M in Q4 2025. 871 funds tracked by Wall St. Rank hold AXP as of Q3 2026.

  • Community Financial Services Group held 17,762 shares of American Express worth $5.37M as of Q3 2026.
  • Community Financial Services Group bought 110 American Express shares in Q3 2026, an estimated $36.8K.
  • American Express made up 0.82% of Community Financial Services Group's portfolio in Q3 2026, its #40 holding.
  • Community Financial Services Group first reported a position in American Express in Q4 2014 and has held it in 18 quarters since.
  • Community Financial Services Group's American Express position peaked at $7.69M in Q4 2025.
  • 871 funds tracked by Wall St. Rank held American Express as of Q3 2026.

Based on Community Financial Services Group's 13F filing for Q3 2026, filed 15 Oct 2026.