FFA
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Farther Finance Advisors’s American Express AXP Stock Holding History

Farther Finance Advisors’s Portfolio AXP Stock Details AXP Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$6.31M Buy
18,655
+1,992
+12% +$638K 0.05% 338
2026
Q1 		$5.02M Buy
16,663
+1,108
+7% +$372K 0.05% 343
2025
Q4 		$5.75M Buy
15,555
+3,152
+25% +$1.13M 0.06% 273
2025
Q3 		$4.12M Buy
12,403
+1,495
+14% +$476K 0.06% 258
2025
Q2 		$3.48M Buy
10,908
+1,363
+14% +$384K 0.07% 240
2025
Q1 		$2.58M Buy
9,545
+4,244
+80% +$1.25M 0.07% 254
2024
Q4 		$1.57M Sell
5,301
-604
-10% -$174K 0.06% 259
2024
Q3 		$1.6M Buy
5,905
+1,730
+41% +$431K 0.06% 236
2024
Q2 		$976K Buy
4,175
+1,468
+54% +$340K 0.05% 307
2024
Q1 		$616K Buy
2,707
+393
+17% +$81.5K 0.04% 349
2023
Q4 		$434K Buy
2,314
+699
+43% +$113K 0.03% 380
2023
Q3 		$241K Buy
1,615
+838
+108% +$137K 0.04% 343
2023
Q2 		$135K Buy
777
+97
+14% +$15.7K 0.03% 384
2023
Q1 		$112K Buy
680
+132
+24% +$21.9K 0.03% 377
2022
Q4 		$80.9K Buy
+548
New +$81.2K 0.03% 370

Other funds holding AXP

RRAM
River Road Asset Management Louisville, Kentucky $8.99B AUM 12.83% 1-Year Est. Return
CAM
Cacti Asset Management Atlanta, Georgia $1.99B AUM 86.33% 1-Year Est. Return
MIHAS
Maj Invest Holding A/S Copenhagen K, Denmark $2.2B AUM 25.64% 1-Year Est. Return
SMDAM
Sumitomo Mitsui DS Asset Management Tokyo, Japan $14.5B AUM 37.68% 1-Year Est. Return
Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
DLA
Douglas Lane & Associates New York $7.37B AUM 21.9% 1-Year Est. Return
Handelsbanken Fonder
Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
CK
Cohen Klingenstein New York $3.49B AUM 26.65% 1-Year Est. Return
ZIC
ZWJ Investment Counsel Atlanta, Georgia $3.09B AUM 39.43% 1-Year Est. Return

Farther Finance Advisors's AXP Position: Q2 2026 in Review

Farther Finance Advisors increased its American Express (AXP) stake by 12% in Q2 2026, buying an estimated $638K and bringing the position to 18,655 shares worth $6.31M. The position accounts for 0.05% of the portfolio, ranked #338.

Farther Finance Advisors first reported a position in AXP in Q4 2022 and has held it in 15 quarters since. 750 funds tracked by Wall St. Rank hold AXP as of Q2 2026.

  • Farther Finance Advisors held 18,655 shares of American Express worth $6.31M as of Q2 2026.
  • Farther Finance Advisors bought 1,992 American Express shares in Q2 2026, an estimated $638K.
  • American Express made up 0.05% of Farther Finance Advisors's portfolio in Q2 2026, its #338 holding.
  • Farther Finance Advisors first reported a position in American Express in Q4 2022 and has held it in 15 quarters since.
  • 750 funds tracked by Wall St. Rank held American Express as of Q2 2026.

Based on Farther Finance Advisors's 13F filing for Q2 2026, filed 17 Jul 2026.