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MFA WEALTH ADVISORS, LLC → AXP

MFA WEALTH ADVISORS, LLC AXP Position History

American Express Company • Financial Services

Quarters held
5
Latest value
$10.6M
Q3 2026
Peak value
$11.9M
First seen
Q3 2025

Dollar value over time

Show data table
PeriodPosition value
Q3 2025$9.2M
Q4 2025$10.5M
Q1 2026$9.2M
Q2 2026$11.9M
Q3 2026$10.6M

Quarter-by-quarter history

Every disclosed snapshot of the position

QuarterValueShares% PortfolioChange
Q3 2026$10.6M34.9K——
Q2 2026$11.9M35.1K——
Q1 2026$9.2M30.6K——
Q4 2025$10.5M28.4K——
Q3 2025$9.2M27.6K——

Other funds holding AXP

Other MFA WEALTH ADVISORS, LLC positions

ETHA

ISHARES TR

$54.2M
ETHA

ISHARES TR

$51.5M
VGES

VANGUARD INDEX FDS

$49.4M
VGES

VANGUARD INDEX FDS

$49M
VGES

VANGUARD BD INDEX FDS

$47.5M
ETHA

ISHARES TR

$47.2M
VGES

VANGUARD BD INDEX FDS

$46.1M
SCHW-PJ

SCHWAB STRATEGIC TR

$46.1M