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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
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 		$9.84M 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 		$8.03M Buy
+62,704
New +$6.94M 2.18% 16

Other funds holding AXP

Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
RCWMU
Rothschild & Co Wealth Management (UK) London, United Kingdom $6.93B AUM 1.4% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return
Pictet Asset Management
Pictet Asset Management Carouge, Switzerland $105B AUM 38.07% 1-Year Est. Return
PTC
Provident Trust Company Waukesha, Wisconsin $4.77B AUM 29.31% 1-Year Est. Return
Citigroup
Citigroup New York $303B AUM 53.02% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.94% 1-Year Est. Return
Aberdeen Group
Aberdeen Group Edinburgh, United Kingdom $71.2B AUM 41.74% 1-Year Est. Return
New York State Common Retirement Fund
New York State Common Retirement Fund Albany, New York $79.3B AUM 43.63% 1-Year Est. Return
AIM
Alphinity Investment Management Sydney, Australia $6.01B AUM 37.17% 1-Year Est. Return

Greystone Financial Group's AXP Position: Q2 2026 in Review

Greystone Financial Group reduced its American Express (AXP) stake by 8% in Q2 2026, selling an estimated $78.1K and leaving 2,793 shares worth $945K. The position accounts for 0.26% of the portfolio, ranked #50.

Greystone Financial Group first reported a position in AXP in Q4 2020 and has held it in 20 quarters since. The position peaked at $15.3M in Q3 2025. 1,459 funds tracked by Wall St. Rank hold AXP as of Q2 2026.

  • Greystone Financial Group held 2,793 shares of American Express worth $945K as of Q2 2026.
  • Greystone Financial Group sold 244 American Express shares in Q2 2026, an estimated $78.1K.
  • American Express made up 0.26% of Greystone Financial Group's portfolio in Q2 2026, its #50 holding.
  • Greystone Financial Group first reported a position in American Express in Q4 2020 and has held it in 20 quarters since.
  • Greystone Financial Group's American Express position peaked at $15.3M in Q3 2025.
  • 1,459 funds tracked by Wall St. Rank held American Express as of Q2 2026.

Based on Greystone Financial Group's 13F filing for Q2 2026, filed 28 Jul 2026.