Cetera Investment Advisers

Position in AXP — American Express Co

CIK 1666741 SCHAUMBURG, IL

Position in AXP

as of Mar 31, 2026 · filed May 13, 2026 Compact

Position Value

$66,875,908

-$11,162,084 QoQ

Shares Held

221,092

+4.8% QoQ

Ownership

0.032%

of shares outstanding

% of Portfolio

0.21%

of 13F equity value

Holder Rank

—

not a current holder

Holding Since

Jun 2020

24 quarters on record

Voting authority Sole 0.ToString("F0")% Shared 0.ToString("F0")% None 100.ToString("F0")%

Financial Services · as of Mar 31, 2026

Cetera Investment Advisers holds $549,608,936 across 23 Credit Services names. AXP ranks #3 (12.2% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	V	Visa Inc.	834,891	$252,337,455
2	MA	Mastercard Inc	280,577	$140,193,103
3	AXP	American Express Co This page	221,092	$66,875,908
4	COF	Capital One Financial Corp	240,851	$43,938,447
5	SOFI	SoFi Technologies, Inc.	710,496	$11,282,676
6	PYPL	PayPal Holdings, Inc.	179,314	$8,110,372
7	SYF	Synchrony Financial	73,821	$5,021,304
8	FCFS	FirstCash Holdings, Inc.	23,621	$4,440,748

24 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-03-31	$66,875,908	221,092	+4.8%	Shares	Sole	2026-05-13
2025-12-31	$78,037,992	210,942	+6.2%	Shares	Sole	2026-02-17
2025-09-30	$66,000,856	198,702	+14.5%	Shares	Sole	2025-11-14
2025-06-30	$55,367,591	173,577	+7.9%	Shares	Sole	2025-08-08
2025-03-31	$43,285,571	160,883	+11.2%	Shares	Sole	2025-05-06
2024-12-31	$42,935,125	144,665	+0.5%	Shares	Sole	2025-02-14
2024-09-30	$39,022,154	143,887	+7.5%	Shares	Sole	2024-11-13
2024-06-30	$30,982,779	133,806	-18.8%	Shares	Sole	2024-08-22
2024-03-31	$37,537,201	164,861	+219.4%	Shares	Sole	2024-05-24
2023-12-31	$9,668,992	51,612	+3.1%	Shares	Sole	2024-02-13
2023-09-30	$7,470,092	50,071	+31.6%	Shares	Sole	2023-11-14
2023-06-30	$6,630,226	38,061	+6.6%	Shares	Sole	2023-08-10
2023-03-31	$5,892,178	35,721	+5.2%	Shares	Sole	2023-05-15
2022-12-31	$5,018,919	33,969	+19.5%	Shares	Sole	2023-02-14
2022-09-30	$3,834,412	28,422	+50.3%	Shares	Sole	2022-11-14
2022-06-30	$2,622,135	18,916	-14.2%	Shares	Sole	2022-08-11
2022-03-31	$4,124,472	22,056	-5.4%	Shares	Sole	2022-05-13
2021-12-31	$3,815,806	23,324	+0.2%	Shares	Sole	2022-02-14
2021-09-30	$3,899,428	23,276	-8.3%	Shares	Sole	2021-11-16
2021-06-30	$4,193,537	25,380	+22.4%	Shares	Sole	2021-08-13
2021-03-31	$2,932,899	20,736	-2.8%	Shares	Sole	2021-05-17
2020-12-31	$2,578,163	21,323	+492.5%	Shares	Sole	2021-02-17
2020-09-30	$360,799	3,599	+0.5%	Shares	Sole	2020-11-13
2020-06-30	$340,911	3,581	—	Shares	Sole	2020-08-13
No filing history on record for this holder in this stock.