MONETA GROUP INVESTMENT ADVISORS LLC
Position in COF — Capital One Financial Corp
CIK 1120927
ST LOUIS, MO
Position in COF
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$1,104,011
+$175,078 QoQ
Shares Held
5,503
+8.1% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.03%
of 13F equity value
Holder Rank
#968
of 2,095 holders
Holding Since
Jun 2021
17 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in COF Over Time
Shares Held
Position Value (USD)
Position in Credit Services
Financial Services · as of Jun 30, 2026MONETA GROUP INVESTMENT ADVISORS LLC holds $28,127,972 across 8 Credit Services names. COF ranks #4 (3.9% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | V |
Visa Inc.
|
42,112 | $14,448,206 | |
| 2 | MA |
Mastercard Inc
|
14,000 | $7,190,400 | |
| 3 | AXP |
American Express Co
|
9,971 | $3,372,690 | |
| 4 | COF |
Capital One Financial Corp
This page
|
5,503 | $1,104,011 | |
| 5 | FCFS |
FirstCash Holdings, Inc.
|
3,849 | $832,615 | |
| 6 | PYPL |
PayPal Holdings, Inc.
|
12,233 | $528,220 | |
| 7 | SYF |
Synchrony Financial
|
5,210 | $396,220 | |
| 8 | SOFI |
SoFi Technologies, Inc.
|
14,256 | $255,610 |
All Filings in COF
Export CSV
17 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,104,011 | 5,503 | Shares | Sole | 2026-08-14 | |
| 2026-03-31 | $928,933 | 5,092 | Shares | Sole | 2026-05-12 | |
| 2025-12-31 | $1,081,895 | 4,464 | Shares | Sole | 2026-02-12 | |
| 2025-09-30 | $887,096 | 4,173 | Shares | Sole | 2025-11-14 | |
| 2025-06-30 | $892,102 | 4,193 | Shares | Sole | 2025-08-14 | |
| 2025-03-31 | $461,338 | 2,573 | Shares | Sole | 2025-05-15 | |
| 2024-12-31 | $421,013 | 2,361 | Shares | Sole | 2025-02-11 | |
| 2024-09-30 | $377,469 | 2,521 | Shares | Sole | 2024-11-12 | |
| 2024-06-30 | $365,092 | 2,637 | Shares | Sole | 2024-08-13 | |
| 2024-03-31 | $393,962 | 2,646 | Shares | Sole | 2024-08-13 | |
| 2023-12-31 | $332,258 | 2,534 | Shares | Sole | 2024-02-15 | |
| 2023-09-30 | $227,097 | 2,340 | Shares | Sole | 2023-11-15 | |
| 2023-06-30 | $269,706 | 2,466 | Shares | Sole | 2023-08-15 | |
| 2022-03-31 | $217,022 | 1,653 | Shares | Sole | 2022-05-11 | |
| 2021-12-31 | $268,996 | 1,854 | Shares | Sole | 2022-02-11 | |
| 2021-09-30 | $218,983 | 1,352 | Shares | Sole | 2021-11-12 | |
| 2021-06-30 | $204,036 | 1,319 | Shares | Sole | 2021-08-13 | |
| No filing history on record for this holder in this stock. | ||||||