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Nations Financial Group’s American Express AXP Stock Holding History

Nations 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
Q2 		$2.96M Sell
8,741
-66
-0.7% -$21.1K 0.14% 164
2026
Q1 		$2.66M Buy
8,807
+1,932
+28% +$648K 0.14% 178
2025
Q4 		$2.54M Buy
6,875
+284
+4% +$102K 0.13% 177
2025
Q3 		$2.19M Buy
6,591
+5,288
+406% +$1.68M 0.14% 180
2025
Q2 		$416K Buy
1,303
+88
+7% +$24.8K 0.03% 494
2025
Q1 		$327K Sell
1,215
-10
-0.8% -$2.96K 0.03% 518
2024
Q4 		$364K Sell
1,225
-6
-0.5% -$1.72K 0.03% 515
2024
Q3 		$334K Buy
1,231
+347
+39% +$86.4K 0.02% 540
2024
Q2 		$205K Buy
+884
New +$205K 0.02% 605
2022
Q2 		– Sell
-1,098
Closed -$206K – 527
2022
Q1 		$206K Buy
+1,098
New +$198K 0.02% 492
2021
Q4 		– Sell
-1,198
Closed -$201K – 471
2021
Q3 		$201K Buy
+1,198
New +$200K 0.03% 427
2020
Q2 		– Sell
-3,568
Closed -$306K – 266
2020
Q1 		$306K Sell
3,568
-101
-3% -$11.8K 0.13% 188
2019
Q4 		$457K Sell
3,669
-54
-1% -$6.45K 0.16% 176
2019
Q3 		$437K Buy
+3,723
New +$457K 0.16% 181
2019
Q2 		– Sell
-2,801
Closed -$306K – 174
2019
Q1 		$306K Buy
2,801
+3
+0.1% +$315 0.21% 124
2018
Q4 		$267K Buy
2,798
+3
+0.1% +$314 0.21% 124
2018
Q3 		$298K Buy
+2,795
New +$291K 0.21% 121

Other funds holding AXP

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
CGI
Comgest Global Investors Paris, France $4.55B AUM 11.62% 1-Year Est. Return
MIHAS
Maj Invest Holding A/S Copenhagen K, Denmark $2.2B AUM 25.64% 1-Year Est. Return
SMDAM
Sumitomo Mitsui DS Asset Management Tokyo, Japan $14.5B AUM 37.68% 1-Year Est. Return
Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
DLA
Douglas Lane & Associates New York $7.37B AUM 21.9% 1-Year Est. Return
Handelsbanken Fonder
Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

Nations Financial Group's AXP Position: Q2 2026 in Review

Nations Financial Group reduced its American Express (AXP) stake by 0.75% in Q2 2026, selling an estimated $21.1K and leaving 8,741 shares worth $2.96M. The position accounts for 0.14% of the portfolio, ranked #164.

Nations Financial Group first reported a position in AXP in Q3 2018 and has held it in 17 quarters since. 877 funds tracked by Wall St. Rank hold AXP as of Q2 2026.

  • Nations Financial Group held 8,741 shares of American Express worth $2.96M as of Q2 2026.
  • Nations Financial Group sold 66 American Express shares in Q2 2026, an estimated $21.1K.
  • American Express made up 0.14% of Nations Financial Group's portfolio in Q2 2026, its #164 holding.
  • Nations Financial Group first reported a position in American Express in Q3 2018 and has held it in 17 quarters since.
  • 877 funds tracked by Wall St. Rank held American Express as of Q2 2026.

Based on Nations Financial Group's 13F filing for Q2 2026, filed 23 Jul 2026.