Pine Grove Financial Group
AXP icon

Pine Grove Financial Group’s American Express AXP Stock Holding History

Pine Grove 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
Q3 		$238K Sell
784
-293
-27% -$97.9K 0.02% 194
2026
Q2 		$364K Buy
+1,077
New +$345K 0.04% 161

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Cacti Asset Management
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Sumitomo Mitsui DS Asset Management
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TD Waterhouse Canada
TD Waterhouse Canada Toronto, Ontario, Canada $38.4B AUM 30.28% 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
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Vest Financial
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Nisa Investment Advisors
Nisa Investment Advisors St. Louis, Missouri $34.7B AUM 25.93% 1-Year Est. Return

Pine Grove Financial Group's AXP Position: Q3 2026 in Review

Pine Grove Financial Group reduced its American Express (AXP) stake by 27% in Q3 2026, selling an estimated $97.9K and leaving 784 shares worth $238K. The position accounts for 0.02% of the portfolio, ranked #194.

Pine Grove Financial Group first reported a position in AXP in Q2 2026 and has held it in 2 quarters since. The position peaked at $364K in Q2 2026. 713 funds tracked by Wall St. Rank hold AXP as of Q3 2026.

  • Pine Grove Financial Group held 784 shares of American Express worth $238K as of Q3 2026.
  • Pine Grove Financial Group sold 293 American Express shares in Q3 2026, an estimated $97.9K.
  • American Express made up 0.02% of Pine Grove Financial Group's portfolio in Q3 2026, its #194 holding.
  • Pine Grove Financial Group first reported a position in American Express in Q2 2026 and has held it in 2 quarters since.
  • Pine Grove Financial Group's American Express position peaked at $364K in Q2 2026.
  • 713 funds tracked by Wall St. Rank held American Express as of Q3 2026.

Based on Pine Grove Financial Group's 13F filing for Q3 2026, filed 13 Oct 2026.