Regatta Capital Group
AXP icon

Regatta Capital Group’s American Express AXP Stock Holding History

Regatta Capital 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
Q3 		$599K Hold
1,970
– – 0.08% 133
2026
Q2 		$666K Hold
1,970
– – 0.09% 123
2026
Q1 		$596K Sell
1,970
-165
-8% -$55.3K 0.09% 124
2025
Q4 		$790K Sell
2,135
-110
-5% -$39.4K 0.12% 109
2025
Q3 		$746K Sell
2,245
-57
-2% -$18.1K 0.12% 111
2025
Q2 		$734K Sell
2,302
-54
-2% -$15.2K 0.13% 108
2025
Q1 		$634K Hold
2,356
– – 0.12% 104
2024
Q4 		$699K Sell
2,356
-104
-4% -$29.9K 0.14% 100
2024
Q3 		$667K Sell
2,460
-37
-1% -$9.21K 0.13% 103
2024
Q2 		$578K Hold
2,497
– – 0.12% 106
2024
Q1 		$569K Sell
2,497
-71
-3% -$14.7K 0.13% 107
2023
Q4 		$481K Buy
2,568
+103
+4% +$16.6K 0.13% 107
2023
Q3 		$368K Sell
2,465
-20
-0.8% -$3.27K 0.12% 121
2023
Q2 		$433K Sell
2,485
-399
-14% -$64.4K 0.14% 116
2023
Q1 		$426K Hold
2,884
– – 0.15% 112
2022
Q4 		$426K Buy
2,884
+252
+10% +$37.3K 0.15% 112
2022
Q3 		$365K Buy
2,632
+775
+42% +$117K 0.15% 114
2022
Q2 		$257K Sell
1,857
-775
-29% -$128K 0.12% 130
2022
Q1 		$492K Sell
2,632
-92
-3% -$16.6K 0.17% 102
2021
Q4 		$446K Buy
+2,724
New +$465K 0.16% 113

Other funds holding AXP

Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $348B AUM 26.9% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return
Nuveen
Nuveen Charlotte, North Carolina $420B AUM 34.97% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return
Barclays
Barclays London, United Kingdom $500B AUM 36.84% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $362B AUM 34.89% 1-Year Est. Return
Rothschild & Co Wealth Management (UK)
Rothschild & Co Wealth Management (UK) London, United Kingdom $7.17B AUM 0.66% 1-Year Est. Return

Regatta Capital Group's AXP Position: Q3 2026 in Review

Regatta Capital Group held its American Express (AXP) position steady in Q3 2026 at 1,970 shares worth $599K. The position accounts for 0.08% of the portfolio, ranked #133.

Regatta Capital Group first reported a position in AXP in Q4 2021 and has held it in 20 quarters since. The position peaked at $790K in Q4 2025. 1,993 funds tracked by Wall St. Rank hold AXP as of Q3 2026.

  • Regatta Capital Group held 1,970 shares of American Express worth $599K as of Q3 2026.
  • Regatta Capital Group left its American Express share count unchanged in Q3 2026.
  • American Express made up 0.08% of Regatta Capital Group's portfolio in Q3 2026, its #133 holding.
  • Regatta Capital Group first reported a position in American Express in Q4 2021 and has held it in 20 quarters since.
  • Regatta Capital Group's American Express position peaked at $790K in Q4 2025.
  • 1,993 funds tracked by Wall St. Rank held American Express as of Q3 2026.

Based on Regatta Capital Group's 13F filing for Q3 2026, filed 23 Oct 2026.