Farther Finance Advisors, LLC

Position in AXP — American Express Co

CIK 1992825 SAN FRANCISCO, CA

Position in AXP

as of Mar 31, 2026 · filed Apr 7, 2026 Compact

Position Value

$5,040,224

-$714,348 QoQ

Shares Held

16,663

+7.1% QoQ

Ownership

0.002%

of shares outstanding

% of Portfolio

0.15%

of 13F equity value

Holder Rank

—

not a current holder

Holding Since

Dec 2022

14 quarters on record

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

Financial Services · as of Mar 31, 2026

Farther Finance Advisors, LLC holds $55,825,904 across 39 Credit Services names. AXP ranks #3 (9.0% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	V	Visa Inc.	92,013	$27,810,009
2	MA	Mastercard Inc	32,606	$16,291,913
3	AXP	American Express Co This page	16,663	$5,040,224
4	COF	Capital One Financial Corp	17,385	$3,171,545
5	PYPL	PayPal Holdings, Inc.	20,992	$949,468
6	SYF	Synchrony Financial	10,138	$689,586
7	SOFI	SoFi Technologies, Inc.	26,777	$425,218
8	OMF	OneMain Holdings, Inc.	6,330	$338,591

14 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-03-31	$5,040,224	16,663	+7.1%	Shares	Sole	2026-04-07
2025-12-31	$5,754,572	15,555	+25.4%	Shares	Sole	2026-01-23
2025-09-30	$4,119,780	12,403	+13.7%	Shares	Sole	2025-10-14
2025-06-30	$3,479,433	10,908	+14.3%	Shares	Sole	2025-07-11
2025-03-31	$2,568,082	9,545	+80.1%	Shares	Sole	2025-04-14
2024-12-31	$1,573,283	5,301	-10.2%	Shares	Sole	2025-02-10
2024-09-30	$1,601,436	5,905	+41.4%	Shares	Sole	2024-10-29
2024-06-30	$966,721	4,175	+54.2%	Shares	Sole	2024-07-31
2024-03-31	$616,356	2,707	+17.0%	Shares	Sole	2024-05-14
2023-12-31	$433,504	2,314	+43.3%	Shares	Sole	2024-02-15
2023-09-30	$240,941	1,615	+107.9%	Shares	Sole	2023-11-14
2023-06-30	$135,353	777	+14.3%	Shares	Sole	2024-05-14
2023-03-31	$112,166	680	+24.1%	Shares	Sole	2024-05-14
2022-12-31	$80,967	548	—	Shares	Sole	2023-09-12
No filing history on record for this holder in this stock.