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MFA Wealth Advisors’s American Express AXP Stock Holding History

MFA Wealth Advisors’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 		$11.9M Buy
35,055
+4,478
+15% +$1.43M 2.02% 15
2026
Q1 		$9.25M Buy
30,577
+2,145
+8% +$719K 1.82% 17
2025
Q4 		$10.5M Buy
28,432
+864
+3% +$309K 2.22% 16
2025
Q3 		$9.16M Buy
27,568
+1,161
+4% +$369K 2% 17
2025
Q2 		$8.42M Sell
26,407
-1,425
-5% -$401K 1.98% 15
2025
Q1 		$7.49M Sell
27,832
-641
-2% -$189K 1.85% 16
2024
Q4 		$8.45M Buy
28,473
+3,914
+16% +$1.12M 2.16% 14
2024
Q3 		$6.66M Buy
24,559
+24,278
+8,640% +$6.05M 1.46% 23
2024
Q2 		$65.1K Buy
+281
New +$65.1K 0.01% 166
2020
Q3 		– Sell
-107
Closed -$10.2K – 50
2020
Q2 		$10.2K Buy
+107
New +$9.85K 0.01% 158

Other funds holding AXP

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
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
FI
Focused Investors Los Angeles, California $2.96B AUM 15.6% 1-Year Est. Return
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return
RRAM
River Road Asset Management Louisville, Kentucky $8.99B AUM 12.83% 1-Year Est. Return
CAM
Cacti Asset Management Atlanta, Georgia $1.99B AUM 86.33% 1-Year Est. Return

MFA Wealth Advisors's AXP Position: Q2 2026 in Review

MFA Wealth Advisors increased its American Express (AXP) stake by 15% in Q2 2026, buying an estimated $1.43M and bringing the position to 35,055 shares worth $11.9M. The position accounts for 2.02% of the portfolio, ranked #15.

MFA Wealth Advisors first reported a position in AXP in Q2 2020 and has held it in 10 quarters since. 1,319 funds tracked by Wall St. Rank hold AXP as of Q2 2026.

  • MFA Wealth Advisors held 35,055 shares of American Express worth $11.9M as of Q2 2026.
  • MFA Wealth Advisors bought 4,478 American Express shares in Q2 2026, an estimated $1.43M.
  • American Express made up 2.02% of MFA Wealth Advisors's portfolio in Q2 2026, its #15 holding.
  • MFA Wealth Advisors first reported a position in American Express in Q2 2020 and has held it in 10 quarters since.
  • 1,319 funds tracked by Wall St. Rank held American Express as of Q2 2026.

Based on MFA Wealth Advisors's 13F filing for Q2 2026, filed 13 Jul 2026.