Lebenthal Global Advisors, LLC

Position in AXP — American Express Co

CIK 1845766 Hauppauge, NY

Position in AXP

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

Position Value

$3,271,553

+$519,288 QoQ

Shares Held

9,672

+6.3% QoQ

Ownership

0.001%

of shares outstanding

% of Portfolio

1.20%

of 13F equity value

Holder Rank

#971

of 2,990 holders

Holding Since

Dec 2020

15 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Financial Services · as of Jun 30, 2026

Lebenthal Global Advisors, LLC holds $8,372,859 across 4 Credit Services names. AXP ranks #1 (39.1% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	AXP	American Express Co This page	9,672	$3,271,553
2	V	Visa Inc.	7,505	$2,574,890
3	MA	Mastercard Inc	4,496	$2,309,145
4	COF	Capital One Financial Corp	1,083	$217,271

15 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$3,271,553	9,672	+6.3%	Shares	Defined	2026-07-30
2026-03-31	$2,752,265	9,099	+13.9%	Shares	Sole	2026-05-14
2025-12-31	$2,955,899	7,990	+10.8%	Shares	Defined	2026-01-28
2025-09-30	$2,395,537	7,212	+13.1%	Shares	Sole	2025-11-04
2025-06-30	$2,033,815	6,376	+18.0%	Shares	Defined	2025-08-14
2025-03-31	$1,454,215	5,405	+2.6%	Shares	Defined	2025-05-15
2024-12-31	$1,563,786	5,269	-1.1%	Shares	Defined	2025-01-22
2024-09-30	$1,445,495	5,330	+11.4%	Shares	Sole	2024-10-28
2024-06-30	$1,107,966	4,785	+11.5%	Shares	Defined	2024-07-24
2024-03-31	$977,245	4,292	+5.0%	Shares	Sole	2024-05-09
2023-12-31	$765,657	4,087	+62.9%	Shares	Sole	2024-02-07
2022-12-31	$370,704	2,509	+87.0%	Shares	Defined	2023-02-07
2022-03-31	$250,954	1,342	-2.8%	Shares	Defined	2022-05-10
2021-12-31	$225,931	1,381	+44.0%	Shares	Defined	2022-04-15
2020-12-31	$115,952	959	—	Shares	Sole	2021-02-12
No filing history on record for this holder in this stock.