TFC Financial Management
AXP icon

TFC Financial Management’s American Express AXP Stock Holding History

TFC Financial Management’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 		$260K Hold
855
– – 0.03% 126
2026
Q2 		$289K Buy
855
+7
+0.8% +$2.24K 0.03% 116
2026
Q1 		$257K Hold
848
– – 0.03% 114
2025
Q4 		$314K Sell
848
-16
-2% -$5.73K 0.04% 102
2025
Q3 		$287K Buy
864
+16
+2% +$5.09K 0.04% 106
2025
Q2 		$271K Hold
848
– – 0.04% 108
2025
Q1 		$228K Sell
848
-74
-8% -$21.9K 0.03% 112
2024
Q4 		$274K Sell
922
-105
-10% -$30.2K 0.04% 107
2024
Q3 		$279K Buy
1,027
+423
+70% +$105K 0.04% 110
2024
Q2 		$140K Hold
604
– – 0.02% 148
2024
Q1 		$138K Buy
604
+3
+0.5% +$622 0.02% 154
2023
Q4 		$113K Sell
601
-1
-0.2% -$161 0.02% 163
2023
Q3 		$89.8K Sell
602
-2
-0.3% -$327 0.02% 173
2023
Q2 		$105K Buy
604
+5
+0.8% +$807 0.03% 161
2023
Q1 		$98.8K Buy
599
+8
+1% +$1.33K 0.03% 168
2022
Q4 		$87.3K Hold
591
– – 0.03% 169
2022
Q3 		$80K Hold
591
– – 0.03% 170
2022
Q2 		$82K Hold
591
– – 0.02% 167
2022
Q1 		$111K Hold
591
– – 0.03% 149
2021
Q4 		$97K Sell
591
-600
-50% -$102K 0.03% 163
2021
Q3 		$200K Hold
1,191
– – 0.07% 98
2021
Q2 		$197K Sell
1,191
-23
-2% -$3.6K 0.07% 96
2021
Q1 		$172K Hold
1,214
– – 0.07% 97
2020
Q4 		$147K Hold
1,214
– – 0.06% 105
2020
Q3 		$122K Buy
+1,214
New +$119K 0.06% 100

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

TFC Financial Management's AXP Position: Q3 2026 in Review

TFC Financial Management held its American Express (AXP) position steady in Q3 2026 at 855 shares worth $260K. The position accounts for 0.03% of the portfolio, ranked #126.

TFC Financial Management first reported a position in AXP in Q3 2020 and has held it in 25 quarters since. The position peaked at $314K in Q4 2025. 1,785 funds tracked by Wall St. Rank hold AXP as of Q3 2026.

  • TFC Financial Management held 855 shares of American Express worth $260K as of Q3 2026.
  • TFC Financial Management left its American Express share count unchanged in Q3 2026.
  • American Express made up 0.03% of TFC Financial Management's portfolio in Q3 2026, its #126 holding.
  • TFC Financial Management first reported a position in American Express in Q3 2020 and has held it in 25 quarters since.
  • TFC Financial Management's American Express position peaked at $314K in Q4 2025.
  • 1,785 funds tracked by Wall St. Rank held American Express as of Q3 2026.

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