Root Financial Partners »

American Express Company shares owned by Root Financial Partners

Quarter-by-quarter ownership of American Express Company (AXP) shares owned by Root Financial Partners from 13F filings

Historical chart of Root Financial Partners investment in American Express Company

Tip: Access up to 7 years of quarterly data

All positions including American Express Company held by Root Financial Partners consolidated in one spreadsheet with up to 7 years of data

Download as csvDownload consolidated filings csv Download as ExcelDownload consolidated filings xlsx

Quarterly reported holdings in American Express Company by Root Financial Partners

Quarter filed Position value Share count Share price at filing
2025-09-30 $672k 2.0k 332.10
2025-06-30 $425k 1.3k 319.07
2025-03-31 $218k 812 268.99
2024-12-31 $218k 734 296.72

More positions owned by Root Financial Partners

Dimensional U.s. Equity Market Etf Etf (DFUS)
Dimensional International Core Equity Market Etf Etf (DFAI)
Dimensional Short-duration Fixed Income Etf Etf (DFSD)
Dimensional Core Fixed Income Etf Etf (DFCF)
Dimensional Emerging Core Equity Market Etf Etf (DFAE)
Dimensional U.s. Small Cap Etf Etf (DFAS)
Dimensional Us Large Cap Value Etf Etf (DFLV)
Dimensional Ultrashort Fixed Income Etf Etf (DUSB)
Dimensional Us Marketwide Value Etf Etf (DFUV)
Dimensional Us Real Estate Etf Etf (DFAR)
Nvidia Corporation Stock (NVDA)
Dimensional International Value Etf Etf (DFIV)
Vanguard Growth Etf Etf (VUG)
Vanguard Total Stock Market Etf Etf (VTI)
Dimensional Us High Profitability Etf Etf (DUHP)

View all positions for Root Financial Partners

Top funds holding American Express Company

Berkshire Hathaway
Vanguard Group
BlackRock
State Street Corporation
Jpmorgan Chase & Co
Morgan Stanley
Wellington Management Company
Geode Capital Management
Fisher Investments
FMR
Northern Trust
Massachusetts Financial Services
Capital World Investors
Wells Fargo & Company
Nuveen

View all funds holding American Express Company