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Pinnacle Financial Group’s American Express AXP Stock Holding History

Pinnacle 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
Q2 		$241K Buy
712
+12
+2% +$3.84K 0.06% 109
2026
Q1 		$212K Sell
700
-4
-0.6% -$1.34K 0.06% 111
2025
Q4 		$260K Buy
704
+30
+4% +$10.7K 0.08% 98
2025
Q3 		$224K Buy
674
+13
+2% +$4.13K 0.07% 101
2025
Q2 		$211K Buy
+661
New +$186K 0.07% 98

Other funds holding AXP

Berkshire Hathaway
Berkshire Hathaway Omaha, Nebraska $299B AUM 27.55% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Norges Bank
Norges Bank Oslo, Norway $1T AUM

Pinnacle Financial Group's AXP Position: Q2 2026 in Review

Pinnacle Financial Group increased its American Express (AXP) stake by 1.7% in Q2 2026, buying an estimated $3.84K and bringing the position to 712 shares worth $241K. The position accounts for 0.06% of the portfolio, ranked #109.

Pinnacle Financial Group first reported a position in AXP in Q2 2025 and has held it in 5 quarters since. The position peaked at $260K in Q4 2025. 2,992 funds tracked by Wall St. Rank hold AXP as of Q2 2026.

  • Pinnacle Financial Group held 712 shares of American Express worth $241K as of Q2 2026.
  • Pinnacle Financial Group bought 12 American Express shares in Q2 2026, an estimated $3.84K.
  • American Express made up 0.06% of Pinnacle Financial Group's portfolio in Q2 2026, its #109 holding.
  • Pinnacle Financial Group first reported a position in American Express in Q2 2025 and has held it in 5 quarters since.
  • Pinnacle Financial Group's American Express position peaked at $260K in Q4 2025.
  • 2,992 funds tracked by Wall St. Rank held American Express as of Q2 2026.

Based on Pinnacle Financial Group's 13F filing for Q2 2026, filed 30 Jul 2026.