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

Sunburst 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 		$614K Buy
2,019
+7
+0.3% +$2.34K 0.1% 76
2026
Q2 		$681K Sell
2,012
-35
-2% -$11.2K 0.11% 72
2026
Q1 		$619K Hold
2,047
– – 0.11% 69
2025
Q4 		$757K Buy
2,047
+35
+2% +$12.5K 0.15% 58
2025
Q3 		$668K Hold
2,012
– – 0.14% 60
2025
Q2 		$642K Hold
2,012
– – 0.14% 60
2025
Q1 		$541K Sell
2,012
-200
-9% -$59.1K 0.13% 64
2024
Q4 		$656K Hold
2,212
– – 0.16% 63
2024
Q3 		$600K Hold
2,212
– – 0.15% 67
2024
Q2 		$512K Sell
2,212
-67
-3% -$15.5K 0.14% 70
2024
Q1 		$519K Hold
2,279
– – 0.15% 71
2023
Q4 		$427K Buy
2,279
+67
+3% +$10.8K 0.13% 70
2023
Q3 		$330K Hold
2,212
– – 0.12% 71
2023
Q2 		$385K Hold
2,212
– – 0.13% 72
2023
Q1 		$365K Hold
2,212
– – 0.13% 69
2022
Q4 		$327K Hold
2,212
– – 0.13% 74
2022
Q3 		$298K Sell
2,212
-175
-7% -$26.5K 0.14% 67
2022
Q2 		$331K Hold
2,387
– – 0.16% 66
2022
Q1 		$446K Hold
2,387
– – 0.22% 51
2021
Q4 		$391K Sell
2,387
-21
-0.9% -$3.58K 0.2% 49
2021
Q3 		$403K Hold
2,408
– – 0.25% 44
2021
Q2 		$398K Buy
2,408
+30
+1% +$4.7K 0.25% 44
2021
Q1 		$336K Hold
2,378
– – 0.23% 46
2020
Q4 		$288K Hold
2,378
– – 0.22% 45
2020
Q3 		$238K Hold
2,378
– – 0.2% 51
2020
Q2 		$226K Hold
2,378
– – 0.2% 49
2020
Q1 		$204K Hold
2,378
– – 0.22% 48
2019
Q4 		$296K Buy
+2,378
New +$284K 0.26% 47

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
Nordea Investment Management
Nordea Investment Management Stockholm, Sweden $127B AUM 33.25% 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

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

Sunburst Financial Group increased its American Express (AXP) stake by 0.35% in Q3 2026, buying an estimated $2.34K and bringing the position to 2,019 shares worth $614K. The position accounts for 0.1% of the portfolio, ranked #76.

Sunburst Financial Group first reported a position in AXP in Q4 2019 and has held it in 28 quarters since. The position peaked at $757K in Q4 2025. 1,853 funds tracked by Wall St. Rank hold AXP as of Q3 2026.

  • Sunburst Financial Group held 2,019 shares of American Express worth $614K as of Q3 2026.
  • Sunburst Financial Group bought 7 American Express shares in Q3 2026, an estimated $2.34K.
  • American Express made up 0.1% of Sunburst Financial Group's portfolio in Q3 2026, its #76 holding.
  • Sunburst Financial Group first reported a position in American Express in Q4 2019 and has held it in 28 quarters since.
  • Sunburst Financial Group's American Express position peaked at $757K in Q4 2025.
  • 1,853 funds tracked by Wall St. Rank held American Express as of Q3 2026.

Based on Sunburst Financial Group's 13F filing for Q3 2026, filed 9 Oct 2026.