Narus Financial Partners
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Narus Financial Partners’s American Express AXP Stock Holding History

Narus Financial Partners’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 		$302K Buy
993
+18
+2% +$6.01K 0.08% 147
2026
Q2 		$330K Sell
975
-103
-10% -$33K 0.08% 142
2026
Q1 		$326K Buy
1,078
+102
+10% +$34.2K 0.09% 127
2025
Q4 		$361K Buy
976
+62
+7% +$22.2K 0.1% 121
2025
Q3 		$304K Sell
914
-5
-0.5% -$1.59K 0.08% 135
2025
Q2 		$293K Buy
919
+154
+20% +$43.3K 0.09% 118
2025
Q1 		$206K Sell
765
-40
-5% -$11.8K 0.07% 147
2024
Q4 		$239K Sell
805
-28
-3% -$8.04K 0.08% 130
2024
Q3 		$226K Sell
833
-100
-11% -$24.9K 0.08% 140
2024
Q2 		$216K Sell
933
-1
-0.1% -$232 0.09% 135
2024
Q1 		$213K Buy
+934
New +$194K 0.09% 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
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
Amundi
Amundi Paris, France $496B AUM 35.36% 1-Year Est. Return
Mitsubishi UFJ Asset Management
Mitsubishi UFJ Asset Management Tokyo, Japan $194B AUM 32.2% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $174B AUM 33.96% 1-Year Est. Return

Narus Financial Partners's AXP Position: Q3 2026 in Review

Narus Financial Partners increased its American Express (AXP) stake by 1.8% in Q3 2026, buying an estimated $6.01K and bringing the position to 993 shares worth $302K. The position accounts for 0.08% of the portfolio, ranked #147.

Narus Financial Partners first reported a position in AXP in Q1 2024 and has held it in 11 quarters since. The position peaked at $361K in Q4 2025. 1,736 funds tracked by Wall St. Rank hold AXP as of Q3 2026.

  • Narus Financial Partners held 993 shares of American Express worth $302K as of Q3 2026.
  • Narus Financial Partners bought 18 American Express shares in Q3 2026, an estimated $6.01K.
  • American Express made up 0.08% of Narus Financial Partners's portfolio in Q3 2026, its #147 holding.
  • Narus Financial Partners first reported a position in American Express in Q1 2024 and has held it in 11 quarters since.
  • Narus Financial Partners's American Express position peaked at $361K in Q4 2025.
  • 1,736 funds tracked by Wall St. Rank held American Express as of Q3 2026.

Based on Narus Financial Partners's 13F filing for Q3 2026, filed 19 Oct 2026.