Kestra Private Wealth Services
AXP icon

Kestra Private Wealth Services’s American Express AXP Stock Holding History

Kestra Private Wealth Services’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 		$15.5M Sell
50,818
-3,991
-7% -$1.33M 0.16% 140
2026
Q2 		$18.5M Buy
54,809
+4,053
+8% +$1.3M 0.2% 113
2026
Q1 		$15.4M Buy
50,756
+7,227
+17% +$2.42M 0.19% 119
2025
Q4 		$16.1M Buy
43,529
+345
+0.8% +$123K 0.2% 112
2025
Q3 		$14.3M Buy
43,184
+1,651
+4% +$525K 0.19% 121
2025
Q2 		$13.2M Sell
41,533
-1,751
-4% -$493K 0.19% 121
2025
Q1 		$11.6M Buy
43,284
+2,613
+6% +$772K 0.19% 113
2024
Q4 		$12.1M Sell
40,671
-2,086
-5% -$599K 0.21% 108
2024
Q3 		$11.6M Buy
42,757
+3,008
+8% +$749K 0.21% 110
2024
Q2 		$9.2M Buy
39,749
+687
+2% +$159K 0.18% 125
2024
Q1 		$8.89M Buy
39,062
+1,774
+5% +$368K 0.2% 123
2023
Q4 		$6.99M Buy
37,288
+883
+2% +$142K 0.18% 141
2023
Q3 		$5.43M Buy
36,405
+1,095
+3% +$179K 0.17% 142
2023
Q2 		$6.15M Buy
35,310
+3,789
+12% +$611K 0.21% 116
2023
Q1 		$5.2M Buy
31,521
+5,325
+20% +$883K 0.21% 118
2022
Q4 		$3.87M Sell
26,196
-3,576
-12% -$530K 0.2% 136
2022
Q3 		$4.02M Buy
29,772
+2,814
+10% +$426K 0.23% 110
2022
Q2 		$3.74M Buy
26,958
+2,932
+12% +$484K 0.21% 122
2022
Q1 		$4.49M Buy
24,026
+4,390
+22% +$793K 0.22% 106
2021
Q4 		$3.21M Buy
19,636
+235
+1% +$40.1K 0.15% 149
2021
Q3 		$3.25M Buy
19,401
+197
+1% +$32.9K 0.18% 134
2021
Q2 		$3.17M Buy
19,204
+535
+3% +$83.8K 0.19% 127
2021
Q1 		$2.64M Buy
18,669
+621
+3% +$82.1K 0.18% 133
2020
Q4 		$2.16M Sell
18,048
-1,500
-8% -$166K 0.16% 150
2020
Q3 		$1.96M Buy
+19,548
New +$1.92M 0.17% 135

Other funds holding AXP

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
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $362B AUM 34.89% 1-Year Est. Return
Rothschild & Co Wealth Management (UK)
Rothschild & Co Wealth Management (UK) London, United Kingdom $7.17B AUM 0.66% 1-Year Est. Return

Kestra Private Wealth Services's AXP Position: Q3 2026 in Review

Kestra Private Wealth Services reduced its American Express (AXP) stake by 7.3% in Q3 2026, selling an estimated $1.33M and leaving 50,818 shares worth $15.5M. The position accounts for 0.16% of the portfolio, ranked #140.

Kestra Private Wealth Services first reported a position in AXP in Q3 2020 and has held it in 25 quarters since. The position peaked at $18.5M in Q2 2026. 1,993 funds tracked by Wall St. Rank hold AXP as of Q3 2026.

  • Kestra Private Wealth Services held 50,818 shares of American Express worth $15.5M as of Q3 2026.
  • Kestra Private Wealth Services sold 3,991 American Express shares in Q3 2026, an estimated $1.33M.
  • American Express made up 0.16% of Kestra Private Wealth Services's portfolio in Q3 2026, its #140 holding.
  • Kestra Private Wealth Services first reported a position in American Express in Q3 2020 and has held it in 25 quarters since.
  • Kestra Private Wealth Services's American Express position peaked at $18.5M in Q2 2026.
  • 1,993 funds tracked by Wall St. Rank held American Express as of Q3 2026.

Based on Kestra Private Wealth Services's 13F filing for Q3 2026, filed 30 Oct 2026.