JFG
AXP icon

Jefferies Financial Group’s American Express AXP Stock Holding History

Jefferies 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 		$23.5M Buy
69,376
+29,874
+76% +$9.56M 0.15% 127
2026
Q1 		$11.9M Buy
39,502
+26,580
+206% +$8.91M 0.08% 189
2025
Q4 		$4.78M Sell
12,922
-22,408
-63% -$8.02M 0.02% 494
2025
Q3 		$11.7M Buy
35,330
+25,065
+244% +$7.97M 0.06% 209
2025
Q2 		$3.27M Buy
10,265
+2,202
+27% +$620K 0.03% 406
2025
Q1 		$2.17M Buy
8,063
+6,301
+358% +$1.86M 0.02% 557
2024
Q4 		$523K Buy
+1,762
New +$506K ﹤0.01% 1088
2024
Q3 		– Sell
-3,900
Closed -$903K – 1437
2024
Q2 		$903K Sell
3,900
-8,000
-67% -$1.85M 0.01% 786
2024
Q1 		$2.71M Buy
11,900
+1,717
+17% +$356K 0.03% 489
2023
Q4 		$1.91M Buy
10,183
+7,210
+243% +$1.16M 0.01% 733
2023
Q3 		$444K Sell
2,973
-3,915
-57% -$640K ﹤0.01% 1111
2023
Q2 		$1.2M Sell
6,888
-14,834
-68% -$2.39M 0.01% 849
2023
Q1 		$3.58M Buy
21,722
+15,359
+241% +$2.55M 0.03% 459
2022
Q4 		$940K Buy
+6,363
New +$943K 0.01% 890

Other funds holding AXP

Berkshire Hathaway
Berkshire Hathaway Omaha, Nebraska $299B AUM 27.55% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Norges Bank
Norges Bank Oslo, Norway $1T AUM

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

Jefferies Financial Group increased its American Express (AXP) stake by 76% in Q2 2026, buying an estimated $9.56M and bringing the position to 69,376 shares worth $23.5M. The position accounts for 0.15% of the portfolio, ranked #127.

Jefferies Financial Group first reported a position in AXP in Q4 2022 and has held it in 14 quarters since. 3,017 funds tracked by Wall St. Rank hold AXP as of Q2 2026.

  • Jefferies Financial Group held 69,376 shares of American Express worth $23.5M as of Q2 2026.
  • Jefferies Financial Group bought 29,874 American Express shares in Q2 2026, an estimated $9.56M.
  • American Express made up 0.15% of Jefferies Financial Group's portfolio in Q2 2026, its #127 holding.
  • Jefferies Financial Group first reported a position in American Express in Q4 2022 and has held it in 14 quarters since.
  • 3,017 funds tracked by Wall St. Rank held American Express as of Q2 2026.

Based on Jefferies Financial Group's 13F filing for Q2 2026, filed 17 Aug 2026.