Pathway Financial Advisers
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Pathway Financial Advisers’s American Express AXP Stock Holding History

Pathway Financial Advisers’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 		$1.42M Buy
4,659
+381
+9% +$127K 0.36% 88
2026
Q2 		$1.45M Buy
4,278
+327
+8% +$105K 0.36% 88
2026
Q1 		$1.2M Buy
3,951
+387
+11% +$130K 0.34% 92
2025
Q4 		$1.32M Sell
3,564
-20
-0.6% -$7.16K 0.38% 84
2025
Q3 		$1.18M Buy
3,584
+224
+7% +$71.2K 0.34% 90
2025
Q2 		$1.07M Buy
3,360
+385
+13% +$108K 0.35% 91
2025
Q1 		$801K Buy
2,975
+366
+14% +$108K 0.27% 102
2024
Q4 		$774K Buy
2,609
+93
+4% +$26.7K 0.26% 102
2024
Q3 		$682K Buy
2,516
+1,377
+121% +$343K 0.31% 79
2024
Q2 		$262K Buy
1,139
+139
+14% +$32.2K 0.09% 147
2024
Q1 		$228K Buy
1,000
+257
+35% +$53.3K 0.08% 155
2023
Q4 		$139K Buy
743
+9
+1% +$1.45K 0.05% 172
2023
Q3 		$110K Buy
+734
New +$120K 0.05% 181
2023
Q1 		$118K Hold
715
– – 0.05% 181
2022
Q4 		$106K Buy
+715
New +$106K 0.04% 191

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
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $174B AUM 33.96% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $195B AUM 21.17% 1-Year Est. Return
Sustainable Growth Advisers
Sustainable Growth Advisers Stamford, Connecticut $9.9B AUM 6.96% 1-Year Est. Return
Provident Trust Company
Provident Trust Company Waukesha, Wisconsin $3.22B AUM 13.63% 1-Year Est. Return
Smead Capital Management
Smead Capital Management Phoenix, Arizona $4.71B AUM 32.07% 1-Year Est. Return
Markel Group
Markel Group Glen Allen, Virginia $12.8B AUM 8.77% 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
Focused Investors
Focused Investors Los Angeles, California $2.41B AUM 10.28% 1-Year Est. Return

Pathway Financial Advisers's AXP Position: Q3 2026 in Review

Pathway Financial Advisers increased its American Express (AXP) stake by 8.9% in Q3 2026, buying an estimated $127K and bringing the position to 4,659 shares worth $1.42M. The position accounts for 0.36% of the portfolio, ranked #88.

Pathway Financial Advisers first reported a position in AXP in Q4 2022 and has held it in 15 quarters since. The position peaked at $1.45M in Q2 2026. 1,318 funds tracked by Wall St. Rank hold AXP as of Q3 2026.

  • Pathway Financial Advisers held 4,659 shares of American Express worth $1.42M as of Q3 2026.
  • Pathway Financial Advisers bought 381 American Express shares in Q3 2026, an estimated $127K.
  • American Express made up 0.36% of Pathway Financial Advisers's portfolio in Q3 2026, its #88 holding.
  • Pathway Financial Advisers first reported a position in American Express in Q4 2022 and has held it in 15 quarters since.
  • Pathway Financial Advisers's American Express position peaked at $1.45M in Q2 2026.
  • 1,318 funds tracked by Wall St. Rank held American Express as of Q3 2026.

Based on Pathway Financial Advisers's 13F filing for Q3 2026, filed 27 Oct 2026.