Jefferies Financial Group
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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
Q3 		$60.8K Hold
200
– – ﹤0.01% 1214
2026
Q2 		$67.6K Buy
+200
New +$64K ﹤0.01% 1562

Other funds holding AXP

State Street
State Street Boston, Massachusetts $3.44T AUM 36.12% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.84T AUM 33.86% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $348B AUM 26.9% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return
Nuveen
Nuveen Charlotte, North Carolina $420B AUM 34.97% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return
Barclays
Barclays London, United Kingdom $500B AUM 36.84% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return

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

Jefferies Financial Group reduced its American Express (AXP) stake by 41% in Q3 2026, selling an estimated $9.5M and leaving 40,814 shares worth $12.4M. The position accounts for 0.09% of the portfolio, ranked #171.

Jefferies Financial Group first reported a position in AXP in Q4 2022 and has held it in 15 quarters since. The position peaked at $23.5M in Q2 2026. 2,061 funds tracked by Wall St. Rank hold AXP as of Q3 2026.

  • Jefferies Financial Group held 40,814 shares of American Express worth $12.4M as of Q3 2026.
  • Jefferies Financial Group sold 28,562 American Express shares in Q3 2026, an estimated $9.5M.
  • American Express made up 0.09% of Jefferies Financial Group's portfolio in Q3 2026, its #171 holding.
  • Jefferies Financial Group first reported a position in American Express in Q4 2022 and has held it in 15 quarters since.
  • Jefferies Financial Group's American Express position peaked at $23.5M in Q2 2026.
  • 2,061 funds tracked by Wall St. Rank held American Express as of Q3 2026.

Based on Jefferies Financial Group's 13F filing for Q3 2026, filed 5 Nov 2026.