Skip to main content

Pinnacle Financial Group, LLC

SEC CIK
0001905962
Latest filing
Jul 30, 2026

AXP holding history

American Express Co in every 13F filed by Pinnacle 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)
712
Value
$240.8K
% of portfolio
0.1%
Quarters held
5
Since Q2 2025
Holdings of AXP by Pinnacle Financial Group, LLC, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 2026712$240.8K0.1%+12+1.7%AddedHolders
Q1 2026700$211.7K0.1%−4−0.6%ReducedHolders
Q4 2025704$260.4K0.1%+30+4.5%AddedHolders
Q3 2025674$223.9K0.1%+13+2.0%AddedHolders
Q2 2025661$210.8K0.1%+661NewHolders