KFA Private Wealth Group
AXP icon

KFA Private Wealth Group’s American Express AXP Stock Holding History

KFA Private Wealth 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 		$480K Buy
1,578
+4
+0.3% +$1.34K 0.11% 84
2026
Q2 		$532K Sell
1,574
-5
-0.3% -$1.6K 0.13% 76
2026
Q1 		$478K Sell
1,579
-19
-1% -$6.37K 0.11% 84
2025
Q4 		$591K Buy
1,598
+9
+0.6% +$3.22K 0.14% 70
2025
Q3 		$528K Hold
1,589
– – 0.15% 70
2025
Q2 		$507K Hold
1,589
– – 0.16% 71
2025
Q1 		$428K Buy
1,589
+5
+0.3% +$1.48K 0.15% 69
2024
Q4 		$470K Buy
1,584
+51
+3% +$14.7K 0.2% 50
2024
Q3 		$416K Hold
1,533
– – 0.2% 48
2024
Q2 		$355K Buy
1,533
+33
+2% +$7.64K 0.18% 56
2024
Q1 		$342K Sell
1,500
-12
-0.8% -$2.49K 0.11% 78
2023
Q4 		$283K Hold
1,512
– – 0.1% 73
2023
Q3 		$226K Sell
1,512
-5
-0.3% -$818 0.09% 73
2023
Q2 		$264K Sell
1,517
-10
-0.7% -$1.61K 0.11% 67
2023
Q1 		$252K Buy
+1,527
New +$253K 0.11% 70

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
Sustainable Growth Advisers
Sustainable Growth Advisers Stamford, Connecticut $9.9B AUM 6.96% 1-Year Est. Return
Smead Capital Management
Smead Capital Management Phoenix, Arizona $4.71B AUM 32.07% 1-Year Est. Return
Cacti Asset Management
Cacti Asset Management Atlanta, Georgia $1.89B AUM 58.55% 1-Year Est. Return
Sumitomo Mitsui DS Asset Management
Sumitomo Mitsui DS Asset Management Tokyo, Japan $14.8B AUM 30.39% 1-Year Est. Return
TD Waterhouse Canada
TD Waterhouse Canada Toronto, Ontario, Canada $38.4B AUM 30.28% 1-Year Est. Return
Douglas Lane & Associates
Douglas Lane & Associates New York $7.46B AUM 24.36% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
Nisa Investment Advisors
Nisa Investment Advisors St. Louis, Missouri $34.7B AUM 25.93% 1-Year Est. Return
Fjarde Ap-fonden
Fjarde Ap-fonden Stockholm, Sweden $19.4B AUM 31.69% 1-Year Est. Return

KFA Private Wealth Group's AXP Position: Q3 2026 in Review

KFA Private Wealth Group increased its American Express (AXP) stake by 0.25% in Q3 2026, buying an estimated $1.34K and bringing the position to 1,578 shares worth $480K. The position accounts for 0.11% of the portfolio, ranked #84.

KFA Private Wealth Group first reported a position in AXP in Q1 2023 and has held it in 15 quarters since. The position peaked at $591K in Q4 2025. 635 funds tracked by Wall St. Rank hold AXP as of Q3 2026.

  • KFA Private Wealth Group held 1,578 shares of American Express worth $480K as of Q3 2026.
  • KFA Private Wealth Group bought 4 American Express shares in Q3 2026, an estimated $1.34K.
  • American Express made up 0.11% of KFA Private Wealth Group's portfolio in Q3 2026, its #84 holding.
  • KFA Private Wealth Group first reported a position in American Express in Q1 2023 and has held it in 15 quarters since.
  • KFA Private Wealth Group's American Express position peaked at $591K in Q4 2025.
  • 635 funds tracked by Wall St. Rank held American Express as of Q3 2026.

Based on KFA Private Wealth Group's 13F filing for Q3 2026, filed 7 Oct 2026.