PW Nova Financial Services
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PW Nova Financial Services’s American Express AXP Stock Holding History

PW Nova 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
Q3 		– Sell
-2,121
Closed -$717K – 207
2026
Q2 		$717K Sell
2,121
-26
-1% -$8.32K 0.15% 118
2026
Q1 		$649K Buy
+2,147
New +$720K 0.16% 117

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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
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PW Nova Financial Services's AXP Position: Q3 2026 in Review

PW Nova Financial Services sold out of American Express (AXP) in Q3 2026, closing a stake of 2,121 shares — an estimated $717K sold.

PW Nova Financial Services first reported a position in AXP in Q1 2026 and held it in 2 quarters. The position peaked at $717K in Q2 2026. 713 funds tracked by Wall St. Rank hold AXP as of Q3 2026.

  • PW Nova Financial Services reported no remaining American Express position as of Q3 2026 after selling out during the quarter.
  • PW Nova Financial Services sold 2,121 American Express shares in Q3 2026, an estimated $717K.
  • PW Nova Financial Services first reported a position in American Express in Q1 2026 and held it in 2 quarters.
  • PW Nova Financial Services's American Express position peaked at $717K in Q2 2026.
  • 713 funds tracked by Wall St. Rank held American Express as of Q3 2026.

Based on PW Nova Financial Services's 13F filing for Q3 2026, filed 15 Oct 2026.