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Sun Group Wealth Partners

SEC CIK
0002111007
Latest filing
Jul 23, 2026

AXP holding history

American Express Co in every 13F filed by Sun Group Wealth Partners, 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)
0
Sold out in Q2 2026
Value
$0
% of portfolio
0.0%
Quarters held
2
Since Q4 2025
Holdings of AXP by Sun Group Wealth Partners, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 20260$00.0%−821−100.0%Sold outHolders
Q1 2026821$248.4K0.2%+250+43.8%AddedHolders
Q4 2025571$211.4K0.2%–No prior filingHolders