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

Cooper 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 		$724K Sell
2,381
-541
-19% -$181K 0.06% 209
2026
Q2 		$988K Sell
2,922
-62
-2% -$19.9K 0.08% 175
2026
Q1 		$903K Sell
2,984
-197
-6% -$66.1K 0.09% 176
2025
Q4 		$1.18M Buy
3,181
+183
+6% +$65.5K 0.13% 125
2025
Q3 		$996K Sell
2,998
-14
-0.5% -$4.45K 0.11% 140
2025
Q2 		$961K Buy
3,012
+295
+11% +$83K 0.11% 146
2025
Q1 		$731K Buy
2,717
+347
+15% +$103K 0.1% 186
2024
Q4 		$703K Buy
2,370
+663
+39% +$190K 0.08% 189
2024
Q3 		$463K Buy
1,707
+328
+24% +$81.7K 0.06% 257
2024
Q2 		$319K Buy
+1,379
New +$319K 0.05% 289
2021
Q1 		– Sell
-2,189
Closed -$265K – 249
2020
Q4 		$265K Buy
+2,189
New +$242K 0.05% 234

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

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

Cooper Financial Group reduced its American Express (AXP) stake by 19% in Q3 2026, selling an estimated $181K and leaving 2,381 shares worth $724K. The position accounts for 0.06% of the portfolio, ranked #209.

Cooper Financial Group first reported a position in AXP in Q4 2020 and has held it in 11 quarters since. The position peaked at $1.18M in Q4 2025. 944 funds tracked by Wall St. Rank hold AXP as of Q3 2026.

  • Cooper Financial Group held 2,381 shares of American Express worth $724K as of Q3 2026.
  • Cooper Financial Group sold 541 American Express shares in Q3 2026, an estimated $181K.
  • American Express made up 0.06% of Cooper Financial Group's portfolio in Q3 2026, its #209 holding.
  • Cooper Financial Group first reported a position in American Express in Q4 2020 and has held it in 11 quarters since.
  • Cooper Financial Group's American Express position peaked at $1.18M in Q4 2025.
  • 944 funds tracked by Wall St. Rank held American Express as of Q3 2026.

Based on Cooper Financial Group's 13F filing for Q3 2026, filed 7 Oct 2026.