Focus Financial Network’s American Express AXP Stock Holding History

Focus Financial Network’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 Q2	$1.61M	Buy	4,748 +506	+12%	+$162K	0.05%	270
2026 Q1	$1.28M	Sell	4,242 -692	-14%	-$232K	0.05%	283
2025 Q4	$1.83M	Sell	4,934 -213	-4%	-$76.2K	0.06%	228
2025 Q3	$1.71M	Sell	5,147 -2	-0%	-$636	0.06%	234
2025 Q2	$1.64M	Sell	5,149 -18	-0.3%	-$5.07K	0.06%	218
2025 Q1	$1.39M	Sell	5,167 -710	-12%	-$210K	0.06%	236
2024 Q4	$1.74M	Buy	5,877 +48	+0.8%	+$13.8K	0.07%	199
2024 Q3	$1.58M	Buy	5,829 +159	+3%	+$39.6K	0.06%	213
2024 Q2	$1.42M	Buy	5,670 +687	+14%	+$159K	0.06%	219
2024 Q1	$1.08M	Sell	4,983 -6,983	-58%	-$1.45M	0.05%	242
2023 Q4	$2.24M	Buy	11,966 +7,529	+170%	+$1.21M	0.08%	194
2023 Q3	$662K	Buy	4,437 +26	+0.6%	+$4.25K	0.04%	301
2023 Q2	$768K	Buy	4,411 +157	+4%	+$25.3K	0.04%	280
2023 Q1	$702K	Buy	4,254 +289	+7%	+$47.9K	0.04%	288
2022 Q4	$586K	Sell	3,965 -33	-0.8%	-$4.89K	0.05%	262
2022 Q3	$539K	Buy	3,998 +1,510	+61%	+$229K	0.05%	268
2022 Q2	$346K	Sell	2,488 -70	-3%	-$11.6K	0.03%	353
2022 Q1	$478K	Sell	2,558 -4,196	-62%	-$758K	0.03%	312
2021 Q4	$1.1M	Buy	6,754 +870	+15%	+$148K	0.16%	127
2021 Q3	$986K	Buy	5,884 +525	+10%	+$87.8K	0.13%	152
2021 Q2	$885K	Sell	5,359 -1,773	-25%	-$278K	0.12%	168
2021 Q1	$1.01M	Buy	7,132 +5,070	+246%	+$670K	0.12%	160
2020 Q4	$249K	Sell	2,062 -75	-4%	-$8.31K	0.02%	384
2020 Q3	$214K	Buy	+2,137	New	+$210K	0.02%	411
2020 Q1	–	Sell	-1,978	Closed	-$246K	–	365
2019 Q4	$246K	Buy	1,978 +5	+0.3%	+$598	0.03%	356
2019 Q3	$233K	Buy	1,973 +26	+1%	+$3.19K	0.03%	344
2019 Q2	$240K	Buy	+1,947	New	+$229K	0.04%	325

Other funds holding AXP

New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return

RRAM

River Road Asset Management Louisville, Kentucky $8.99B AUM 12.83% 1-Year Est. Return

CAM

Cacti Asset Management Atlanta, Georgia $1.99B AUM 86.33% 1-Year Est. Return

MIHAS

Maj Invest Holding A/S Copenhagen K, Denmark $2.2B AUM 25.64% 1-Year Est. Return

SMDAM

Sumitomo Mitsui DS Asset Management Tokyo, Japan $14.5B AUM 37.68% 1-Year Est. Return

Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return

DLA

Douglas Lane & Associates New York $7.37B AUM 21.9% 1-Year Est. Return

Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

Cohen Klingenstein New York $3.49B AUM 26.65% 1-Year Est. Return

Focus Financial Network's AXP Position: Q2 2026 in Review

Focus Financial Network increased its American Express (AXP) stake by 12% in Q2 2026, buying an estimated $162K and bringing the position to 4,748 shares worth $1.61M. The position accounts for 0.05% of the portfolio, ranked #270.

Focus Financial Network first reported a position in AXP in Q2 2019 and has held it in 27 quarters since. The position peaked at $2.24M in Q4 2023. 804 funds tracked by Wall St. Rank hold AXP as of Q2 2026.

Focus Financial Network held 4,748 shares of American Express worth $1.61M as of Q2 2026.
Focus Financial Network bought 506 American Express shares in Q2 2026, an estimated $162K.
American Express made up 0.05% of Focus Financial Network's portfolio in Q2 2026, its #270 holding.
Focus Financial Network first reported a position in American Express in Q2 2019 and has held it in 27 quarters since.
Focus Financial Network's American Express position peaked at $2.24M in Q4 2023.
804 funds tracked by Wall St. Rank held American Express as of Q2 2026.

Based on Focus Financial Network's 13F filing for Q2 2026, filed 9 Jul 2026.