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

Greystone 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 		– Sell
-2,793
Closed -$945K – 74
2026
Q2 		$945K Sell
2,793
-244
-8% -$78.1K 0.26% 50
2026
Q1 		$919K Sell
3,037
-37,947
-93% -$12.7M 0.26% 47
2025
Q4 		$15.2M Sell
40,984
-5,093
-11% -$1.82M 2.37% 12
2025
Q3 		$15.3M Sell
46,077
-1,087
-2% -$346K 2.37% 12
2025
Q2 		$15M Sell
47,164
-444
-0.9% -$125K 2.48% 10
2025
Q1 		$12.8M Sell
47,608
-2,485
-5% -$735K 2.33% 13
2024
Q4 		$14.9M Buy
50,093
+697
+1% +$200K 2.59% 10
2024
Q3 		$13.4M Buy
49,396
+3,611
+8% +$899K 2.39% 12
2024
Q2 		$10.6M Buy
45,785
+2,572
+6% +$596K 2.07% 13
2024
Q1 		$9.8M Sell
43,213
-218
-0.5% -$45.2K 1.96% 17
2023
Q4 		$8.14M Buy
43,431
+36,486
+525% +$5.87M 1.88% 19
2023
Q3 		$1.04M Buy
6,945
+3,013
+77% +$493K 0.26% 58
2023
Q2 		$685K Sell
3,932
-775
-16% -$125K 0.16% 72
2023
Q1 		$776K Buy
4,707
+47
+1% +$7.8K 0.2% 60
2022
Q4 		$689K Buy
+4,660
New +$690K 0.2% 61
2022
Q1 		– Sell
-2,842
Closed -$465K – 83
2021
Q4 		$465K Buy
2,842
+318
+13% +$54.2K 0.11% 83
2021
Q3 		$423K Sell
2,524
-3,367
-57% -$563K 0.13% 82
2021
Q2 		$973K Buy
5,891
+190
+3% +$29.8K 0.24% 74
2021
Q1 		$880K Sell
5,701
-57,003
-91% -$7.53M 0.22% 71
2020
Q4 		$8.02M Buy
+62,704
New +$6.94M 2.18% 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
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $174B AUM 33.96% 1-Year Est. Return
Sustainable Growth Advisers
Sustainable Growth Advisers Stamford, Connecticut $9.9B AUM 6.96% 1-Year Est. Return
Provident Trust Company
Provident Trust Company Waukesha, Wisconsin $3.22B AUM 13.63% 1-Year Est. Return
Smead Capital Management
Smead Capital Management Phoenix, Arizona $4.71B AUM 32.07% 1-Year Est. Return
Markel Group
Markel Group Glen Allen, Virginia $12.8B AUM 8.77% 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
Focused Investors
Focused Investors Los Angeles, California $2.41B AUM 10.28% 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

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

Greystone Financial Group sold out of American Express (AXP) in Q3 2026, closing a stake of 2,793 shares — an estimated $945K sold.

Greystone Financial Group first reported a position in AXP in Q4 2020 and held it in 20 quarters. The position peaked at $15.3M in Q3 2025. 1,248 funds tracked by Wall St. Rank hold AXP as of Q3 2026.

  • Greystone Financial Group reported no remaining American Express position as of Q3 2026 after selling out during the quarter.
  • Greystone Financial Group sold 2,793 American Express shares in Q3 2026, an estimated $945K.
  • Greystone Financial Group first reported a position in American Express in Q4 2020 and held it in 20 quarters.
  • Greystone Financial Group's American Express position peaked at $15.3M in Q3 2025.
  • 1,248 funds tracked by Wall St. Rank held American Express as of Q3 2026.

Based on Greystone Financial Group's 13F filing for Q3 2026, filed 26 Oct 2026.