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SevenBridge Financial Group, LLC

SEC CIK
0001673954
Latest filing
Aug 12, 2026

AXP holding history

American Express Co in every 13F filed by SevenBridge Financial Group, LLC, including the quarters it was sold out or no filing was made. Changes compare share counts with the previous calendar quarter.

AXP overviewAll 13F holders of AXPFull Q2 2026 holdings

Shares (Q2 2026)
632
Value
$215.5K
% of portfolio
<0.1%
Quarters held
16
Since Q2 2021
Holdings of AXP by SevenBridge Financial Group, LLC, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 2026632$215.5K<0.1%00.0%UnchangedHolders
Q1 2026632$210.4K<0.1%−159−20.1%ReducedHolders
Q4 2025791$287.3K<0.1%−180−18.5%ReducedHolders
Q3 2025971$362.0K0.1%−33−3.3%ReducedHolders
Q2 20251,004$304.4K0.1%+2+0.2%AddedHolders
Q1 20251,002$299.5K0.1%+2+0.2%AddedHolders
Q4 20241,000$309.6K0.1%+79+8.6%AddedHolders
Q3 2024921$269.8K0.1%00.0%UnchangedHolders
Q2 2024921$212.9K<0.1%00.0%UnchangedHolders
Q1 2024921$212.5K<0.1%−274−22.9%ReducedHolders
Q4 20231,195$223.9K0.1%+1,195NewHolders
Q3 20230$00.0%−1,160−100.0%Sold outHolders
Q2 20231,160$202.1K0.1%+1,160NewHolders
Q2 20220$00.0%−1,076−100.0%Sold outHolders
Q1 20221,076$201.0K0.1%−197−15.5%ReducedHolders
Q4 20211,273$208.0K0.1%−81−6.0%ReducedHolders
Q3 20211,354$227.0K0.1%00.0%UnchangedHolders
Q2 20211,354$224.0K0.1%+1,354NewHolders