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Umpqua Bank’s American Express AXP Stock Holding History

Umpqua Bank’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 		$891K Buy
2,635
+22
+0.8% +$7.04K 0.2% 91
2026
Q1 		$790K Sell
2,613
-6
-0.2% -$2.01K 0.23% 90
2025
Q4 		$969K Sell
2,619
-16
-0.6% -$5.73K 0.27% 83
2025
Q3 		$871K Buy
2,635
+16
+0.6% +$5.09K 0.24% 88
2025
Q2 		$830K Buy
2,619
+300
+13% +$84.4K 0.25% 85
2025
Q1 		$624K Buy
2,319
+35
+2% +$10.3K 0.22% 97
2024
Q4 		$686K Buy
2,284
+43
+2% +$12.4K 0.24% 92
2024
Q3 		$608K Buy
2,241
+24
+1% +$5.98K 0.22% 100
2024
Q2 		$513K Sell
2,217
-21
-0.9% -$4.86K 0.2% 101
2024
Q1 		$510K Buy
+2,238
New +$464K 0.21% 99

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 $3.37T AUM 44.26% 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

Umpqua Bank's AXP Position: Q2 2026 in Review

Umpqua Bank increased its American Express (AXP) stake by 0.84% in Q2 2026, buying an estimated $7.04K and bringing the position to 2,635 shares worth $891K. The position accounts for 0.2% of the portfolio, ranked #91.

Umpqua Bank first reported a position in AXP in Q1 2024 and has held it in 10 quarters since. The position peaked at $969K in Q4 2025. 2,957 funds tracked by Wall St. Rank hold AXP as of Q2 2026.

  • Umpqua Bank held 2,635 shares of American Express worth $891K as of Q2 2026.
  • Umpqua Bank bought 22 American Express shares in Q2 2026, an estimated $7.04K.
  • American Express made up 0.2% of Umpqua Bank's portfolio in Q2 2026, its #91 holding.
  • Umpqua Bank first reported a position in American Express in Q1 2024 and has held it in 10 quarters since.
  • Umpqua Bank's American Express position peaked at $969K in Q4 2025.
  • 2,957 funds tracked by Wall St. Rank held American Express as of Q2 2026.

Based on Umpqua Bank's 13F filing for Q2 2026, filed 24 Jul 2026.