HALBERT HARGROVE GLOBAL ADVISORS, LLC

Position in AXP — American Express Co

CIK 1484205 LONG BEACH, CA

Position in AXP

as of Jun 30, 2026 · filed Jul 21, 2026 Compact

Position Value

$9,471

+$1,002 QoQ

Shares Held

0.0% QoQ

Ownership

0.000%

of shares outstanding

% of Portfolio

0.02%

of 13F equity value

Holder Rank

#2,936

of 2,990 holders

Holding Since

Mar 2021

14 quarters on record

Voting authority Sole 100% Shared 0% None 0%

Financial Services · as of Jun 30, 2026

HALBERT HARGROVE GLOBAL ADVISORS, LLC holds $314,764 across 8 Credit Services names. AXP ranks #3 (3.0% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	V	Visa Inc.	671	$230,213
2	MA	Mastercard Inc	139	$71,390
3	AXP	American Express Co This page	28	$9,471
4	COF	Capital One Financial Corp	11	$2,206
5	ALLY	Ally Financial Inc.	14	$643
6	AFRM	Affirm Holdings, Inc.	7	$570
7	SYF	Synchrony Financial	3	$228
8	PYPL	PayPal Holdings, Inc.	1	$43

14 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$9,471	28	0.0%	Shares	Sole	2026-07-21
2026-03-31	$8,469	28	0.0%	Shares	Sole	2026-04-17
2025-12-31	$10,358	28	-67.8%	Shares	Sole	2026-01-23
2025-09-30	$28,897	87	+210.7%	Shares	Sole	2025-10-16
2025-06-30	$8,931	28	-6.7%	Shares	Sole	2025-07-17
2025-03-31	$8,071	30	+7.1%	Shares	Sole	2025-04-18
2024-12-31	$8,310	28	-98.3%	Shares	Sole	2025-07-17
2023-03-31	$272,661	1,653	-0.1%	Shares	Sole	2023-04-25
2022-12-31	$244,378	1,654	+26.6%	Shares	Other	2023-01-25
2022-03-31	$244,222	1,306	+4.1%	Shares	Other	2022-05-13
2021-12-31	$205,154	1,254	-5.1%	Shares	Other	2022-02-14
2021-09-30	$221,307	1,321	+2.7%	Shares	Other	2021-10-29
2021-06-30	$212,485	1,286	-9.9%	Shares	Other	2021-07-29
2021-03-31	$201,834	1,427	—	Shares	Other	2021-05-06
No filing history on record for this holder in this stock.