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Patriot Financial Group Insurance Agency’s American Express AXP Stock Holding History

Patriot Financial Group Insurance Agency’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 		$618K Sell
1,827
-1,561
-46% -$500K 0.06% 279
2026
Q1 		$1.02M Buy
3,388
+1,584
+88% +$531K 0.06% 303
2025
Q4 		$667K Buy
1,804
+13
+0.7% +$4.65K 0.08% 255
2025
Q3 		$595K Buy
1,791
+142
+9% +$45.2K 0.08% 257
2025
Q2 		$526K Hold
1,649
– – 0.06% 303
2025
Q1 		$444K Sell
1,649
-598
-27% -$177K 0.06% 312
2024
Q4 		$667K Sell
2,247
-59
-3% -$17K 0.09% 238
2024
Q3 		$625K Sell
2,306
-247
-10% -$61.5K 0.08% 258
2024
Q2 		$591K Sell
2,553
-97
-4% -$22.5K 0.09% 247
2024
Q1 		$603K Buy
2,650
+111
+4% +$23K 0.1% 231
2023
Q4 		$476K Sell
2,539
-607
-19% -$97.7K 0.09% 255
2023
Q3 		$469K Sell
3,146
-171
-5% -$28K 0.1% 245
2023
Q2 		$578K Sell
3,317
-224
-6% -$36.1K 0.11% 216
2023
Q1 		$584K Buy
3,541
+311
+10% +$51.6K 0.12% 199
2022
Q4 		$477K Buy
3,230
+154
+5% +$22.8K 0.06% 219
2022
Q3 		$415K Buy
3,076
+122
+4% +$18.5K 0.1% 221
2022
Q2 		$410K Buy
2,954
+86
+3% +$14.2K 0.08% 235
2022
Q1 		$536K Sell
2,868
-404
-12% -$73K 0.1% 224
2021
Q4 		$535K Buy
3,272
+365
+13% +$62.2K 0.09% 226
2021
Q3 		$487K Buy
2,907
+44
+2% +$7.36K 0.09% 238
2021
Q2 		$473K Buy
2,863
+563
+24% +$88.2K 0.09% 240
2021
Q1 		$325K Buy
2,300
+149
+7% +$19.7K 0.07% 278
2020
Q4 		$260K Buy
2,151
+77
+4% +$8.53K 0.07% 286
2020
Q3 		$208K Buy
2,074
+111
+6% +$10.9K 0.07% 261
2020
Q2 		$187K Sell
1,963
-130
-6% -$12K 0.07% 245
2020
Q1 		$179K Buy
2,093
+1,360
+186% +$158K 0.08% 226
2019
Q4 		$91K Buy
733
+123
+20% +$14.7K 0.03% 358
2019
Q3 		$72K Buy
610
+1
+0.2% +$123 0.03% 368
2019
Q2 		$76K Buy
609
+299
+96% +$35.1K 0.03% 363
2019
Q1 		$67K Sell
310
-474
-60% -$49.8K 0.03% 339
2018
Q4 		$75K Buy
784
+352
+81% +$36.8K 0.05% 258
2018
Q3 		$46K Buy
432
+249
+136% +$25.9K 0.03% 309
2018
Q2 		$18K Sell
183
-140
-43% -$13.8K 0.02% 305
2018
Q1 		$29K Buy
323
+1
+0.3% +$97 0.02% 396
2017
Q4 		$32K Buy
322
+74
+30% +$7.05K 0.02% 365
2017
Q3 		$23K Sell
248
-1
-0.4% -$86 0.02% 370
2017
Q2 		$21K Buy
249
+16
+7% +$1.27K 0.02% 371
2017
Q1 		$18K Hold
233
– – 0.02% 376
2016
Q4 		$18K Buy
+233
New +$16.1K 0.02% 354

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
Aberdeen Group
Aberdeen Group Edinburgh, United Kingdom $71.2B AUM 41.74% 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
MG
Markel Group Glen Allen, Virginia $13.1B AUM 15.62% 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

Patriot Financial Group Insurance Agency's AXP Position: Q2 2026 in Review

Patriot Financial Group Insurance Agency reduced its American Express (AXP) stake by 46% in Q2 2026, selling an estimated $500K and leaving 1,827 shares worth $618K. The position accounts for 0.06% of the portfolio, ranked #279.

Patriot Financial Group Insurance Agency first reported a position in AXP in Q4 2016 and has held it in 39 quarters since. The position peaked at $1.02M in Q1 2026. 1,401 funds tracked by Wall St. Rank hold AXP as of Q2 2026.

  • Patriot Financial Group Insurance Agency held 1,827 shares of American Express worth $618K as of Q2 2026.
  • Patriot Financial Group Insurance Agency sold 1,561 American Express shares in Q2 2026, an estimated $500K.
  • American Express made up 0.06% of Patriot Financial Group Insurance Agency's portfolio in Q2 2026, its #279 holding.
  • Patriot Financial Group Insurance Agency first reported a position in American Express in Q4 2016 and has held it in 39 quarters since.
  • Patriot Financial Group Insurance Agency's American Express position peaked at $1.02M in Q1 2026.
  • 1,401 funds tracked by Wall St. Rank held American Express as of Q2 2026.

Based on Patriot Financial Group Insurance Agency's 13F filing for Q2 2026, filed 16 Jul 2026.