PFS
AXP icon

Prospera Financial Services’s American Express AXP Stock Holding History

Prospera Financial Services’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 		$7.58M Sell
22,376
-39,054
-64% -$12.5M 0.11% 196
2026
Q1 		$18.6M Sell
61,430
-5,773
-9% -$1.94M 0.3% 66
2025
Q4 		$24.9M Sell
67,203
-1,530
-2% -$548K 0.41% 47
2025
Q3 		$22.8M Buy
68,733
+6,589
+11% +$2.1M 0.39% 46
2025
Q2 		$19.8M Buy
62,144
+5,045
+9% +$1.42M 0.37% 53
2025
Q1 		$15.4M Buy
57,099
+8,513
+18% +$2.52M 0.35% 64
2024
Q4 		$14.4M Buy
48,586
+42,669
+721% +$12.3M 0.34% 65
2024
Q3 		$1.61M Sell
5,917
-45
-0.8% -$11.2K 0.04% 386
2024
Q2 		$1.38M Buy
5,962
+421
+8% +$97.5K 0.04% 419
2024
Q1 		$1.26M Buy
5,541
+942
+20% +$195K 0.04% 443
2023
Q4 		$862K Buy
4,599
+849
+23% +$137K 0.03% 507
2023
Q3 		$561K Sell
3,750
-576
-13% -$94.2K 0.02% 574
2023
Q2 		$755K Sell
4,326
-780
-15% -$126K 0.03% 491
2023
Q1 		$844K Buy
5,106
+1,042
+26% +$173K 0.03% 473
2022
Q4 		$601K Buy
4,064
+65
+2% +$9.63K 0.03% 485
2022
Q3 		$541K Buy
3,999
+624
+18% +$94.5K 0.03% 500
2022
Q2 		$469K Sell
3,375
-1,232
-27% -$203K 0.02% 532
2022
Q1 		$862K Buy
4,607
+1,062
+30% +$192K 0.04% 456
2021
Q4 		$581K Buy
3,545
+12
+0.3% +$2.05K 0.03% 529
2021
Q3 		$593K Sell
3,533
-450
-11% -$75.2K 0.03% 482
2021
Q2 		$659K Sell
3,983
-352
-8% -$55.1K 0.03% 459
2021
Q1 		$613K Sell
4,335
-73
-2% -$9.64K 0.04% 443
2020
Q4 		$533K Buy
4,408
+456
+12% +$50.5K 0.04% 411
2020
Q3 		$396K Buy
3,952
+402
+11% +$39.5K 0.15% 122
2020
Q2 		$338K Sell
3,550
-57
-2% -$5.25K 0.03% 413
2020
Q1 		$309K Buy
3,607
+572
+19% +$66.6K 0.03% 387
2019
Q4 		$378K Sell
3,035
-3
-0.1% -$359 0.03% 431
2019
Q3 		$359K Sell
3,038
-311
-9% -$38.1K 0.04% 392
2019
Q2 		$415K Buy
+3,349
New +$393K 0.05% 327
2018
Q4 		– Sell
-2,510
Closed -$256K – 397
2018
Q3 		$256K Sell
2,510
-762
-23% -$79.3K 0.05% 347
2018
Q2 		$322K Buy
3,272
+210
+7% +$20.6K 0.04% 327
2018
Q1 		$286K Sell
3,062
-2,356
-43% -$228K 0.04% 350
2017
Q4 		$540K Buy
5,418
+83
+2% +$7.91K 0.08% 201
2017
Q3 		$483K Buy
5,335
+571
+12% +$49.1K 0.07% 248
2017
Q2 		$401K Sell
4,764
-542
-10% -$42.9K 0.06% 253
2017
Q1 		$419K Buy
5,306
+748
+16% +$58.5K 0.08% 217
2016
Q4 		$339K Buy
4,558
+218
+5% +$15.1K 0.07% 248
2016
Q3 		$278K Buy
+4,340
New +$279K 0.06% 280
2016
Q2 		– Sell
-3,218
Closed -$201K – 356
2016
Q1 		$201K Buy
+3,218
New +$187K 0.04% 302

Other funds holding AXP

RRAM
River Road Asset Management Louisville, Kentucky $8.99B AUM 12.83% 1-Year Est. Return
CAM
Cacti Asset Management Atlanta, Georgia $1.99B AUM 86.33% 1-Year Est. Return
MIHAS
Maj Invest Holding A/S Copenhagen K, Denmark $2.2B AUM 25.64% 1-Year Est. Return
Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
DLA
Douglas Lane & Associates New York $7.37B AUM 21.9% 1-Year Est. Return
Handelsbanken Fonder
Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
CK
Cohen Klingenstein New York $3.49B AUM 26.65% 1-Year Est. Return
ZIC
ZWJ Investment Counsel Atlanta, Georgia $3.09B AUM 39.43% 1-Year Est. Return
OIAM
OFI Invest Asset Management Paris, France $10B AUM 48.47% 1-Year Est. Return

Prospera Financial Services's AXP Position: Q2 2026 in Review

Prospera Financial Services reduced its American Express (AXP) stake by 64% in Q2 2026, selling an estimated $12.5M and leaving 22,376 shares worth $7.58M. The position accounts for 0.11% of the portfolio, ranked #196.

Prospera Financial Services first reported a position in AXP in Q1 2016 and has held it in 39 quarters since. The position peaked at $24.9M in Q4 2025. 654 funds tracked by Wall St. Rank hold AXP as of Q2 2026.

  • Prospera Financial Services held 22,376 shares of American Express worth $7.58M as of Q2 2026.
  • Prospera Financial Services sold 39,054 American Express shares in Q2 2026, an estimated $12.5M.
  • American Express made up 0.11% of Prospera Financial Services's portfolio in Q2 2026, its #196 holding.
  • Prospera Financial Services first reported a position in American Express in Q1 2016 and has held it in 39 quarters since.
  • Prospera Financial Services's American Express position peaked at $24.9M in Q4 2025.
  • 654 funds tracked by Wall St. Rank held American Express as of Q2 2026.

Based on Prospera Financial Services's 13F filing for Q2 2026, filed 15 Jul 2026.