Westfuller Advisors, LLC

Position in AXP — American Express Co

CIK 2024115 New York, NY

Position in AXP

as of Jun 30, 2026 · filed Jul 29, 2026 Compact

Position Value

$1,038,089

+$97,982 QoQ

Shares Held

3,069

-1.3% QoQ

Ownership

0.000%

of shares outstanding

% of Portfolio

0.84%

of 13F equity value

Holder Rank

#1,551

of 2,990 holders

Holding Since

Jun 2025

5 quarters on record

Voting authority Sole 100% Shared 0% None 0%

Financial Services · as of Jun 30, 2026

Westfuller Advisors, LLC holds $2,648,840 across 6 Credit Services names. AXP ranks #1 (39.2% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	AXP	American Express Co This page	3,069	$1,038,089
2	V	Visa Inc.	2,172	$745,191
3	MA	Mastercard Inc	1,131	$580,881
4	PYPL	PayPal Holdings, Inc.	6,294	$271,774
5	COF	Capital One Financial Corp	34	$6,821
6	SYF	Synchrony Financial	80	$6,084

5 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$1,038,089	3,069	-1.3%	Shares	Sole	2026-07-29
2026-03-31	$940,107	3,108	+0.5%	Shares	Sole	2026-04-28
2025-12-31	$1,144,625	3,094	-2.9%	Shares	Sole	2026-01-21
2025-09-30	$1,058,926	3,188	+136.5%	Shares	Sole	2025-10-30
2025-06-30	$429,985	1,348	—	Shares	Sole	2025-07-11
No filing history on record for this holder in this stock.