Union Savings Bank’s American Express AXP Stock Holding History

Union Savings 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	$836K	Sell	2,472 -12	-0.5%	-$3.84K	0.34%	60
2026 Q1	$751K	Sell	2,484 -26	-1%	-$8.72K	0.33%	58
2025 Q4	$929K	Buy	+2,510	New	+$898K	0.4%	50
2025 Q2	$762K	Sell	2,545 -209	-8%	-$58.8K	0.35%	56
2025 Q1	$741K	Hold	2,754	–	–	0.36%	56
2024 Q4	$817K	Sell	2,754 -68	-2%	-$19.5K	0.4%	52
2024 Q3	$765K	Hold	2,822	–	–	0.38%	61
2024 Q2	$653K	Sell	2,822 -96	-3%	-$22.2K	0.34%	61
2024 Q1	$664K	Sell	2,918 -903	-24%	-$187K	0.35%	67
2023 Q4	$716K	Hold	3,821	–	–	0.41%	61
2023 Q3	$570K	Buy	3,821 +225	+6%	+$36.8K	0.36%	68
2023 Q2	$607K	Buy	+3,596	New	+$580K	0.36%	66

Other funds holding AXP

RCWMU

Rothschild & Co Wealth Management (UK) London, United Kingdom $6.93B AUM 1.4% 1-Year Est. Return

Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return

Pictet Asset Management Carouge, Switzerland $105B AUM 38.07% 1-Year Est. Return

PTC

Provident Trust Company Waukesha, Wisconsin $4.77B AUM 29.31% 1-Year Est. Return

Aberdeen Group Edinburgh, United Kingdom $71.2B AUM 41.74% 1-Year Est. Return

New York State Common Retirement Fund Albany, New York $79.3B AUM 43.63% 1-Year Est. Return

AIM

Alphinity Investment Management Sydney, Australia $6.01B AUM 37.17% 1-Year Est. Return

Markel Group Glen Allen, Virginia $13.1B AUM 15.62% 1-Year Est. Return

Focused Investors Los Angeles, California $2.96B AUM 15.6% 1-Year Est. Return

New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return

Union Savings Bank's AXP Position: Q2 2026 in Review

Union Savings Bank reduced its American Express (AXP) stake by 0.48% in Q2 2026, selling an estimated $3.84K and leaving 2,472 shares worth $836K. The position accounts for 0.34% of the portfolio, ranked #60.

Union Savings Bank first reported a position in AXP in Q2 2023 and has held it in 12 quarters since. The position peaked at $929K in Q4 2025. 1,403 funds tracked by Wall St. Rank hold AXP as of Q2 2026.

Union Savings Bank held 2,472 shares of American Express worth $836K as of Q2 2026.
Union Savings Bank sold 12 American Express shares in Q2 2026, an estimated $3.84K.
American Express made up 0.34% of Union Savings Bank's portfolio in Q2 2026, its #60 holding.
Union Savings Bank first reported a position in American Express in Q2 2023 and has held it in 12 quarters since.
Union Savings Bank's American Express position peaked at $929K in Q4 2025.
1,403 funds tracked by Wall St. Rank held American Express as of Q2 2026.

Based on Union Savings Bank's 13F filing for Q2 2026, filed 23 Jul 2026.