Global Financial Private Client, LLC

Position in AXP — American Express Co

CIK 2023568 Sarasota, FL

Position in AXP

as of Jun 30, 2026 · filed Jul 20, 2026 Compact

Position Value

$447,166

+$61,807 QoQ

Shares Held

1,322

+3.8% QoQ

Ownership

0.000%

of shares outstanding

% of Portfolio

0.22%

of 13F equity value

Holder Rank

#2,095

of 2,990 holders

Holding Since

Mar 2020

26 quarters on record

Voting authority Sole 89% Shared 11% None 0%

Financial Services · as of Jun 30, 2026

Global Financial Private Client, LLC holds $2,375,868 across 6 Credit Services names. AXP ranks #3 (18.8% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	V	Visa Inc.	1,704	$584,625
2	MA	Mastercard Inc	904	$464,293
3	AXP	American Express Co This page	1,322	$447,166
4	SOFI	SoFi Technologies, Inc.	17,226	$308,861
5	COF	Capital One Financial Corp	1,469	$294,710
6	SYF	Synchrony Financial	3,632	$276,213

26 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$447,166	1,322	+3.8%	Shares	Other	2026-07-20
2026-03-31	$385,359	1,274	+1.4%	Shares	Sole	2026-04-20
2025-12-31	$465,026	1,257	+0.8%	Shares	Sole	2026-01-27
2025-09-30	$414,203	1,247	+5.4%	Shares	Other	2025-10-21
2025-06-30	$377,352	1,183	+0.5%	Shares	Sole	2025-07-10
2025-03-31	$316,671	1,177	+2.3%	Shares	Sole	2025-04-08
2024-12-31	$341,308	1,150	+1.1%	Shares	Sole	2025-01-14
2024-09-30	$308,625	1,138	+2.4%	Shares	Sole	2024-10-07
2024-06-30	$257,252	1,111	-1.9%	Shares	Sole	2024-07-29
2024-03-31	$257,745	1,132	0.0%	Shares	Sole	2024-05-16
2023-12-31	$212,068	1,132	0.0%	Shares	Sole	2024-05-16
2023-09-30	$168,883	1,132	0.0%	Shares	Sole	2024-05-16
2023-06-30	$197,194	1,132	0.0%	Shares	Sole	2024-05-16
2023-03-31	$186,723	1,132	0.0%	Shares	Sole	2024-05-16
2022-12-31	$167,253	1,132	0.0%	Shares	Sole	2024-05-16
2022-09-30	$152,718	1,132	-9.7%	Shares	Sole	2024-05-16
2022-06-30	$173,829	1,254	0.0%	Shares	Sole	2024-05-16
2022-03-31	$234,498	1,254	+23.7%	Shares	Sole	2024-05-16
2021-12-31	$165,890	1,014	0.0%	Shares	Sole	2024-05-16
2021-09-30	$169,875	1,014	0.0%	Shares	Sole	2024-05-16
2021-06-30	$167,543	1,014	0.0%	Shares	Sole	2024-05-16
2021-03-31	$143,420	1,014	0.0%	Shares	Sole	2024-05-16
2020-12-31	$122,602	1,014	+1.4%	Shares	Sole	2024-05-16
2020-09-30	$100,250	1,000	0.0%	Shares	Sole	2024-05-16
2020-06-30	$95,200	1,000	-26.0%	Shares	Sole	2024-05-16
2020-03-31	$115,744	1,352	—	Shares	Sole	2024-05-15
No filing history on record for this holder in this stock.