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Prosperity Capital Advisors’s American Express AXP Stock Holding History

Prosperity Capital Advisors’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 		$721K Buy
2,133
+91
+4% +$29.1K 0.04% 233
2026
Q1 		$618K Sell
2,042
-259
-11% -$86.8K 0.04% 247
2025
Q4 		$851K Buy
2,301
+26
+1% +$9.3K 0.05% 186
2025
Q3 		$756K Buy
2,275
+751
+49% +$239K 0.04% 218
2025
Q2 		$486K Buy
1,524
+134
+10% +$37.7K 0.03% 266
2025
Q1 		$376K Sell
1,390
-53
-4% -$15.7K 0.03% 265
2024
Q4 		$428K Buy
1,443
+72
+5% +$20.7K 0.03% 237
2024
Q3 		$372K Buy
1,371
+501
+58% +$125K 0.03% 246
2024
Q2 		$202K Sell
870
-1,206
-58% -$279K 0.02% 303
2024
Q1 		$473K Buy
2,076
+478
+30% +$99.1K 0.06% 215
2023
Q4 		$299K Buy
1,598
+50
+3% +$8.05K 0.03% 198
2023
Q3 		$231K Buy
1,548
+253
+20% +$41.4K 0.03% 214
2023
Q2 		$226K Sell
1,295
-57
-4% -$9.2K 0.03% 209
2023
Q1 		$223K Buy
+1,352
New +$224K 0.03% 188

Other funds holding AXP

New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return
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
SMDAM
Sumitomo Mitsui DS Asset Management Tokyo, Japan $14.5B AUM 37.68% 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

Prosperity Capital Advisors's AXP Position: Q2 2026 in Review

Prosperity Capital Advisors increased its American Express (AXP) stake by 4.5% in Q2 2026, buying an estimated $29.1K and bringing the position to 2,133 shares worth $721K. The position accounts for 0.04% of the portfolio, ranked #233.

Prosperity Capital Advisors first reported a position in AXP in Q1 2023 and has held it in 14 quarters since. The position peaked at $851K in Q4 2025. 851 funds tracked by Wall St. Rank hold AXP as of Q2 2026.

  • Prosperity Capital Advisors held 2,133 shares of American Express worth $721K as of Q2 2026.
  • Prosperity Capital Advisors bought 91 American Express shares in Q2 2026, an estimated $29.1K.
  • American Express made up 0.04% of Prosperity Capital Advisors's portfolio in Q2 2026, its #233 holding.
  • Prosperity Capital Advisors first reported a position in American Express in Q1 2023 and has held it in 14 quarters since.
  • Prosperity Capital Advisors's American Express position peaked at $851K in Q4 2025.
  • 851 funds tracked by Wall St. Rank held American Express as of Q2 2026.

Based on Prosperity Capital Advisors's 13F filing for Q2 2026, filed 20 Jul 2026.