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Resurgent Financial Advisors’s American Express AXP Stock Holding History

Resurgent Financial 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 		$226K Buy
+669
New +$214K 0.06% 271
2024
Q1 		– Sell
-145
Closed -$27.2K – 218
2023
Q4 		$27.2K Buy
+145
New +$23.3K 0.02% 440
2023
Q3 		– Sell
-649
Closed -$113K – 486
2023
Q2 		$113K Sell
649
-6
-0.9% -$968 0.07% 221
2023
Q1 		$108K Sell
655
-123
-16% -$20.4K 0.07% 222
2022
Q4 		$115K Buy
+778
New +$115K 0.06% 285

Other funds holding AXP

Berkshire Hathaway
Berkshire Hathaway Omaha, Nebraska $299B AUM 27.55% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Norges Bank
Norges Bank Oslo, Norway $1T AUM

Resurgent Financial Advisors's AXP Position: Q2 2026 in Review

Resurgent Financial Advisors opened a new position in American Express (AXP) in Q2 2026: 669 shares worth $226K. The stake represents 0.06% of the portfolio and ranks #271 among its holdings. This is a return to the name: Resurgent Financial Advisors previously reported a position in AXP as recently as Q4 2023.

Resurgent Financial Advisors first reported a position in AXP in Q4 2022 and has held it in 5 quarters since. 3,016 funds tracked by Wall St. Rank hold AXP as of Q2 2026.

  • Resurgent Financial Advisors held 669 shares of American Express worth $226K as of Q2 2026.
  • American Express was a new Resurgent Financial Advisors position in Q2 2026.
  • American Express made up 0.06% of Resurgent Financial Advisors's portfolio in Q2 2026, its #271 holding.
  • Resurgent Financial Advisors first reported a position in American Express in Q4 2022 and has held it in 5 quarters since.
  • 3,016 funds tracked by Wall St. Rank held American Express as of Q2 2026.

Based on Resurgent Financial Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.