Root Financial Partners
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Root Financial Partners’s American Express AXP Stock Holding History

Root Financial Partners’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 		$775K Sell
2,548
-98
-4% -$32.7K 0.03% 164
2026
Q2 		$895K Buy
2,646
+181
+7% +$58K 0.03% 134
2026
Q1 		$746K Buy
2,465
+444
+22% +$149K 0.03% 123
2025
Q4 		$748K Sell
2,021
-2
-0.1% -$716 0.04% 121
2025
Q3 		$672K Buy
2,023
+692
+52% +$220K 0.04% 111
2025
Q2 		$425K Buy
1,331
+519
+64% +$146K 0.04% 145
2025
Q1 		$218K Buy
812
+78
+11% +$23.1K 0.02% 195
2024
Q4 		$218K Buy
+734
New +$211K 0.03% 197

Other funds holding AXP

Rothschild & Co Wealth Management (UK)
Rothschild & Co Wealth Management (UK) London, United Kingdom $7.17B AUM 0.66% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $174B AUM 33.96% 1-Year Est. Return
Sustainable Growth Advisers
Sustainable Growth Advisers Stamford, Connecticut $9.9B AUM 6.96% 1-Year Est. Return
Provident Trust Company
Provident Trust Company Waukesha, Wisconsin $3.22B AUM 13.63% 1-Year Est. Return
Smead Capital Management
Smead Capital Management Phoenix, Arizona $4.71B AUM 32.07% 1-Year Est. Return
Markel Group
Markel Group Glen Allen, Virginia $12.8B AUM 8.77% 1-Year Est. Return
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $52.9B AUM 36.03% 1-Year Est. Return
Cacti Asset Management
Cacti Asset Management Atlanta, Georgia $1.89B AUM 58.55% 1-Year Est. Return
Focused Investors
Focused Investors Los Angeles, California $2.41B AUM 10.28% 1-Year Est. Return
Maj Invest Holding A/S
Maj Invest Holding A/S Copenhagen K, Denmark $2.26B AUM 22.4% 1-Year Est. Return

Root Financial Partners's AXP Position: Q3 2026 in Review

Root Financial Partners reduced its American Express (AXP) stake by 3.7% in Q3 2026, selling an estimated $32.7K and leaving 2,548 shares worth $775K. The position accounts for 0.03% of the portfolio, ranked #164.

Root Financial Partners first reported a position in AXP in Q4 2024 and has held it in 8 quarters since. The position peaked at $895K in Q2 2026. 1,248 funds tracked by Wall St. Rank hold AXP as of Q3 2026.

  • Root Financial Partners held 2,548 shares of American Express worth $775K as of Q3 2026.
  • Root Financial Partners sold 98 American Express shares in Q3 2026, an estimated $32.7K.
  • American Express made up 0.03% of Root Financial Partners's portfolio in Q3 2026, its #164 holding.
  • Root Financial Partners first reported a position in American Express in Q4 2024 and has held it in 8 quarters since.
  • Root Financial Partners's American Express position peaked at $895K in Q2 2026.
  • 1,248 funds tracked by Wall St. Rank held American Express as of Q3 2026.

Based on Root Financial Partners's 13F filing for Q3 2026, filed 21 Oct 2026.