FLORIDA FINANCIAL ADVISORS, LLC

Position in AXP — American Express Co

CIK 2050972 TAMPA, FL

Position in AXP

as of Jun 30, 2026 · filed Aug 10, 2026 Compact

Position Value

$2,384,324

+$809,009 QoQ

Shares Held

7,049

+35.3% QoQ

Ownership

0.001%

of shares outstanding

% of Portfolio

0.57%

of 13F equity value

Holder Rank

#1,112

of 2,990 holders

Holding Since

Sep 2024

8 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Financial Services · as of Jun 30, 2026

FLORIDA FINANCIAL ADVISORS, LLC holds $5,859,198 across 5 Credit Services names. AXP ranks #1 (40.7% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	AXP	American Express Co This page	7,049	$2,384,324
2	V	Visa Inc.	4,667	$1,601,201
3	MA	Mastercard Inc	1,772	$910,099
4	SOFI	SoFi Technologies, Inc.	48,180	$863,867
5	WU	Western Union CO	12,949	$99,707

8 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$2,384,324	7,049	+35.3%	Shares	Sole	2026-08-10
2026-03-31	$1,575,315	5,208	+17.0%	Shares	Sole	2026-05-07
2025-12-31	$1,647,017	4,452	+22.3%	Shares	Sole	2026-02-10
2025-09-30	$1,209,394	3,641	+8.3%	Shares	Sole	2025-11-07
2025-06-30	$1,072,729	3,363	+34.5%	Shares	Sole	2025-08-14
2025-03-31	$672,894	2,501	+102.5%	Shares	Sole	2025-05-01
2024-12-31	$366,535	1,235	+24.7%	Shares	Sole	2025-02-12
2024-09-30	$268,488	990	—	Shares	Sole	2025-01-10
No filing history on record for this holder in this stock.