Polaris Financial Partners’s American Express AXP Stock Holding History

Polaris Financial Partners’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	Buy	+778	New	+$260K	0.11%	79

Other funds holding AXP

Cacti Asset Management Atlanta, Georgia $1.89B AUM 58.55% 1-Year Est. Return

Coastline Trust Providence, Rhode Island $1.07B AUM 21.73% 1-Year Est. Return

CX Institutional Auburn, Indiana $3.69B AUM 15.82% 1-Year Est. Return

Stonebridge Financial Group (Pennsylvania) Wormleysburg, Pennsylvania $1.36B AUM 14.31% 1-Year Est. Return

Boltwood Capital Management Walnut Creek, California $443M AUM 17.72% 1-Year Est. Return

MassMutual Private Wealth & Trust Windsor, Connecticut $3.79B AUM 19.33% 1-Year Est. Return

Doliver Advisors Houston, Texas $458M AUM 38.24% 1-Year Est. Return

Parrish Capital Kennesaw, Georgia $103M AUM 35.11% 1-Year Est. Return

Confluence Investment Management St. Louis, Missouri $5.97B AUM 5.11% 1-Year Est. Return

Versant Capital Management Phoenix, Arizona $1.17B AUM 28.44% 1-Year Est. Return

Polaris Financial Partners's AXP Position: Q3 2026 in Review

Polaris Financial Partners opened a new position in American Express (AXP) in Q3 2026: 778 shares worth $238K. The stake represents 0.11% of the portfolio and ranks #79 among its holdings.

17 funds tracked by Wall St. Rank hold AXP as of Q3 2026.

Polaris Financial Partners held 778 shares of American Express worth $238K as of Q3 2026.
American Express was a new Polaris Financial Partners position in Q3 2026.
American Express made up 0.11% of Polaris Financial Partners's portfolio in Q3 2026, its #79 holding.
17 funds tracked by Wall St. Rank held American Express as of Q3 2026.

Based on Polaris Financial Partners's 13F filing for Q3 2026, filed 2 Oct 2026.