PFG Private Wealth Management
AXP icon

PFG Private Wealth Management’s American Express AXP Stock Holding History

PFG Private Wealth Management’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 		$460K Buy
1,512
+246
+19% +$82.2K 0.19% 45
2026
Q2 		$428K Buy
1,266
+93
+8% +$29.8K 0.19% 42
2026
Q1 		$355K Buy
1,173
+57
+5% +$19.1K 0.15% 46
2025
Q4 		$413K Buy
+1,116
New +$399K 0.18% 37
2025
Q3 		– Sell
-887
Closed -$283K – 121
2025
Q2 		$283K Buy
887
+45
+5% +$12.7K 0.15% 47
2025
Q1 		$227K Sell
842
-57
-6% -$16.8K 0.12% 51
2024
Q4 		$267K Sell
899
-25
-3% -$7.18K 0.15% 38
2024
Q3 		$251K Sell
924
-9
-1% -$2.24K 0.15% 44
2024
Q2 		$216K Sell
933
-7
-0.7% -$1.62K 0.13% 50
2024
Q1 		$214K Buy
940
+61
+7% +$12.6K 0.13% 48
2023
Q4 		$165K Sell
879
-9
-1% -$1.45K 0.11% 54
2023
Q3 		$132K Sell
888
-159
-15% -$26K 0.1% 53
2023
Q2 		$182K Buy
1,047
+170
+19% +$27.4K 0.11% 57
2023
Q1 		$145K Buy
877
+667
+318% +$111K 0.09% 65
2022
Q4 		$31K Buy
210
+156
+289% +$23.1K 0.02% 157
2022
Q3 		$7K Hold
54
– – ﹤0.01% 199
2022
Q2 		$7K Hold
54
– – ﹤0.01% 207
2022
Q1 		$10K Hold
54
– – 0.01% 203
2021
Q4 		$9K Hold
54
– – ﹤0.01% 204
2021
Q3 		$9K Buy
+54
New +$9.03K 0.01% 195

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

PFG Private Wealth Management's AXP Position: Q3 2026 in Review

PFG Private Wealth Management increased its American Express (AXP) stake by 19% in Q3 2026, buying an estimated $82.2K and bringing the position to 1,512 shares worth $460K. The position accounts for 0.19% of the portfolio, ranked #45.

PFG Private Wealth Management first reported a position in AXP in Q3 2021 and has held it in 20 quarters since. 871 funds tracked by Wall St. Rank hold AXP as of Q3 2026.

  • PFG Private Wealth Management held 1,512 shares of American Express worth $460K as of Q3 2026.
  • PFG Private Wealth Management bought 246 American Express shares in Q3 2026, an estimated $82.2K.
  • American Express made up 0.19% of PFG Private Wealth Management's portfolio in Q3 2026, its #45 holding.
  • PFG Private Wealth Management first reported a position in American Express in Q3 2021 and has held it in 20 quarters since.
  • 871 funds tracked by Wall St. Rank held American Express as of Q3 2026.

Based on PFG Private Wealth Management's 13F filing for Q3 2026, filed 15 Oct 2026.