Newbridge Financial Services Group
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Newbridge Financial Services Group’s American Express AXP Stock Holding History

Newbridge Financial Services 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 		$1.26M Buy
4,152
+261
+7% +$87.2K 0.15% 113
2026
Q2 		$1.32M Buy
3,891
+712
+22% +$228K 0.16% 109
2026
Q1 		$962K Buy
3,179
+895
+39% +$300K 0.16% 109
2025
Q4 		$845K Sell
2,284
-140
-6% -$50.1K 0.13% 119
2025
Q3 		$805K Sell
2,424
-286
-11% -$91K 0.12% 133
2025
Q2 		$864K Buy
2,710
+262
+11% +$73.7K 0.14% 115
2025
Q1 		$659K Sell
2,448
-355
-13% -$105K 0.16% 103
2024
Q4 		$832K Buy
+2,803
New +$805K 0.21% 83
2024
Q3 		– Sell
-1,405
Closed -$325K – 691
2024
Q2 		$325K Buy
1,405
+452
+47% +$105K 0.12% 128
2024
Q1 		$217K Buy
+953
New +$198K 0.09% 178
2023
Q4 		– Sell
-1,140
Closed -$170K – 1160
2023
Q3 		$170K Buy
1,140
+75
+7% +$12.3K 0.09% 209
2023
Q2 		$185K Buy
1,065
+1
+0.1% +$161 0.09% 212
2023
Q1 		$175K Sell
1,064
-5
-0.5% -$829 0.09% 212
2022
Q4 		$158K Sell
1,069
-40
-4% -$5.93K 0.09% 218
2022
Q3 		$150K Buy
1,109
+160
+17% +$24.2K 0.09% 228
2022
Q2 		$132K Buy
949
+20
+2% +$3.3K 0.08% 226
2022
Q1 		$174K Buy
929
+528
+132% +$95.4K 0.09% 222
2021
Q4 		$66K Buy
401
+200
+100% +$34.1K 0.03% 389
2021
Q3 		$34K Hold
201
– – 0.02% 516
2021
Q2 		$33K Buy
201
+100
+99% +$15.7K 0.02% 569
2021
Q1 		$14K Hold
101
– – 0.01% 781
2020
Q4 		$12K Hold
101
– – 0.01% 662
2020
Q3 		$10K Buy
+101
New +$9.9K 0.01% 664

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
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $52.9B AUM 36.03% 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
KBC Group
KBC Group Brussels, Belgium $47.9B AUM 37.61% 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

Newbridge Financial Services Group's AXP Position: Q3 2026 in Review

Newbridge Financial Services Group increased its American Express (AXP) stake by 6.7% in Q3 2026, buying an estimated $87.2K and bringing the position to 4,152 shares worth $1.26M. The position accounts for 0.15% of the portfolio, ranked #113.

Newbridge Financial Services Group first reported a position in AXP in Q3 2020 and has held it in 23 quarters since. The position peaked at $1.32M in Q2 2026. 871 funds tracked by Wall St. Rank hold AXP as of Q3 2026.

  • Newbridge Financial Services Group held 4,152 shares of American Express worth $1.26M as of Q3 2026.
  • Newbridge Financial Services Group bought 261 American Express shares in Q3 2026, an estimated $87.2K.
  • American Express made up 0.15% of Newbridge Financial Services Group's portfolio in Q3 2026, its #113 holding.
  • Newbridge Financial Services Group first reported a position in American Express in Q3 2020 and has held it in 23 quarters since.
  • Newbridge Financial Services Group's American Express position peaked at $1.32M in Q2 2026.
  • 871 funds tracked by Wall St. Rank held American Express as of Q3 2026.

Based on Newbridge Financial Services Group's 13F filing for Q3 2026, filed 15 Oct 2026.