Skip to main content

Brown Financial Advisors

SEC CIK
0002035548
Latest filing
Aug 26, 2026

AXP holding history

American Express Co in every 13F filed by Brown Financial Advisors, 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 2025)
0
Sold out in Q2 2025
Value
$0
% of portfolio
0.0%
Quarters held
4
Since Q2 2024
Holdings of AXP by Brown Financial Advisors, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 20250$00.0%−1,641−100.0%Sold outHolders
Q1 20251,641$441.5K0.2%+58+3.7%AddedHolders
Q4 20241,583$469.8K0.2%−196−11.0%ReducedHolders
Q3 20241,779$482.5K0.2%−1,372−43.5%ReducedHolders
Q2 20243,151$729.6K0.3%–No prior filingHolders