Founders Financial Alliance, LLC

Position in AXP — American Express Co

CIK 1832190 RALEIGH, NC

Position in AXP

as of Jun 30, 2026 · filed Aug 4, 2026 Compact

Position Value

$1,349,617

+$157,241 QoQ

Shares Held

3,990

+1.2% QoQ

Ownership

0.001%

of shares outstanding

% of Portfolio

0.34%

of 13F equity value

Holder Rank

#1,407

of 2,990 holders

Holding Since

Sep 2020

23 quarters on record

Voting authority Sole 100% Shared 0% None 0%

Financial Services · as of Jun 30, 2026

Founders Financial Alliance, LLC holds $3,839,709 across 4 Credit Services names. AXP ranks #2 (35.1% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	V	Visa Inc.	4,131	$1,417,304
2	AXP	American Express Co This page	3,990	$1,349,617
3	COF	Capital One Financial Corp	3,499	$701,969
4	MA	Mastercard Inc	722	$370,819

23 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$1,349,617	3,990	+1.2%	Shares	Sole	2026-08-04
2026-03-31	$1,192,376	3,942	+8.4%	Shares	Sole	2026-05-11
2025-12-31	$1,344,768	3,635	+5.1%	Shares	Sole	2026-02-12
2025-09-30	$1,149,273	3,460	+20.1%	Shares	Sole	2025-11-07
2025-06-30	$918,662	2,880	+4.5%	Shares	Sole	2025-08-12
2025-03-31	$741,501	2,756	+3.3%	Shares	Sole	2025-05-12
2024-12-31	$792,132	2,669	+4.2%	Shares	Sole	2025-02-07
2024-09-30	$694,814	2,562	+2.4%	Shares	Sole	2024-11-01
2024-06-30	$579,106	2,501	-3.6%	Shares	Sole	2024-08-26
2024-03-31	$590,627	2,594	+6.1%	Shares	Sole	2024-05-14
2023-12-31	$457,858	2,444	+12.4%	Shares	Sole	2024-02-09
2023-09-30	$324,339	2,174	-8.9%	Shares	Sole	2023-11-13
2023-06-30	$415,641	2,386	+27.7%	Shares	Sole	2023-08-11
2022-12-31	$275,997	1,868	0.0%	Shares	Sole	2023-02-15
2022-09-30	$252,011	1,868	-21.9%	Shares	Sole	2022-11-14
2022-06-30	$331,717	2,393	+32.9%	Shares	Sole	2022-08-15
2022-03-31	$336,600	1,800	-0.8%	Shares	Sole	2022-05-12
2021-12-31	$296,770	1,814	0.0%	Shares	Sole	2022-02-14
2021-09-30	$303,898	1,814	+0.4%	Shares	Sole	2021-11-15
2021-06-30	$298,566	1,807	+0.5%	Shares	Sole	2021-08-02
2021-03-31	$254,305	1,798	-9.8%	Shares	Sole	2021-05-14
2020-12-31	$241,084	1,994	+5.8%	Shares	Sole	2021-02-04
2020-09-30	$188,969	1,885	—	Shares	Sole	2020-11-13
No filing history on record for this holder in this stock.