SevenBridge Financial Group
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SevenBridge Financial Group’s American Express AXP Stock Holding History

SevenBridge Financial 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 		$201K Hold
632
– – 0.03% 204
2026
Q2 		$215K Hold
632
– – 0.03% 199
2026
Q1 		$210K Sell
632
-159
-20% -$53.3K 0.03% 192
2025
Q4 		$287K Sell
791
-180
-19% -$64.4K 0.05% 171
2025
Q3 		$362K Sell
971
-33
-3% -$10.5K 0.06% 157
2025
Q2 		$304K Buy
1,004
+2
+0.2% +$563 0.05% 174
2025
Q1 		$300K Buy
1,002
+2
+0.2% +$591 0.06% 185
2024
Q4 		$310K Buy
1,000
+79
+9% +$22.7K 0.06% 184
2024
Q3 		$270K Hold
921
– – 0.05% 191
2024
Q2 		$213K Hold
921
– – 0.05% 198
2024
Q1 		$213K Sell
921
-274
-23% -$56.8K 0.05% 190
2023
Q4 		$224K Buy
+1,195
New +$192K 0.05% 178
2023
Q3 		– Sell
-1,160
Closed -$202K – 185
2023
Q2 		$202K Buy
+1,160
New +$187K 0.05% 170
2022
Q2 		– Sell
-1,076
Closed -$201K – 143
2022
Q1 		$201K Sell
1,076
-197
-15% -$35.6K 0.07% 152
2021
Q4 		$208K Sell
1,273
-81
-6% -$13.8K 0.06% 165
2021
Q3 		$227K Hold
1,354
– – 0.08% 160
2021
Q2 		$224K Buy
+1,354
New +$212K 0.07% 157
2019
Q3 		– Sell
-1,286
Closed -$159K – 179
2019
Q2 		$159K Hold
1,286
– – 0.06% 171
2019
Q1 		$141K Hold
1,286
– – 0.05% 164
2018
Q4 		$123K Sell
1,286
-510
-28% -$53.4K 0.08% 150
2018
Q3 		$191K Buy
1,796
+510
+40% +$53K 0.1% 131
2018
Q2 		$126K Hold
1,286
– – 0.07% 164
2018
Q1 		$120K Hold
1,286
– – 0.07% 170
2017
Q4 		$128K Hold
1,286
– – 0.07% 168
2017
Q3 		$116K Hold
1,286
– – 0.07% 173
2017
Q2 		$108K Sell
1,286
-200
-13% -$15.8K 0.07% 184
2017
Q1 		$116K Hold
1,486
– – 0.08% 163
2016
Q4 		$90K Hold
1,486
– – 0.07% 205
2016
Q3 		$90K Sell
1,486
-189
-11% -$12.1K 0.07% 202
2016
Q2 		$102K Buy
+1,675
New +$106K 0.07% 189

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
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
Amundi
Amundi Paris, France $496B AUM 35.36% 1-Year Est. Return
Mitsubishi UFJ Asset Management
Mitsubishi UFJ Asset Management Tokyo, Japan $194B AUM 32.2% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $174B AUM 33.96% 1-Year Est. Return

SevenBridge Financial Group's AXP Position: Q3 2026 in Review

SevenBridge Financial Group held its American Express (AXP) position steady in Q3 2026 at 632 shares worth $201K. The position accounts for 0.03% of the portfolio, ranked #204.

SevenBridge Financial Group first reported a position in AXP in Q2 2016 and has held it in 30 quarters since. The position peaked at $362K in Q3 2025. 1,736 funds tracked by Wall St. Rank hold AXP as of Q3 2026.

  • SevenBridge Financial Group held 632 shares of American Express worth $201K as of Q3 2026.
  • SevenBridge Financial Group left its American Express share count unchanged in Q3 2026.
  • American Express made up 0.03% of SevenBridge Financial Group's portfolio in Q3 2026, its #204 holding.
  • SevenBridge Financial Group first reported a position in American Express in Q2 2016 and has held it in 30 quarters since.
  • SevenBridge Financial Group's American Express position peaked at $362K in Q3 2025.
  • 1,736 funds tracked by Wall St. Rank held American Express as of Q3 2026.

Based on SevenBridge Financial Group's 13F filing for Q3 2026, filed 26 Oct 2026.