ProVise Management Group, LLC
Position in COF — Capital One Financial Corp
CIK 1305707
CLEARWATER, FL
Position in COF
as of Jun 30, 2026
· filed Aug 3, 2026
Position Value
$208,644
-$48,984 QoQ
Shares Held
1,040
-2.2% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.02%
of 13F equity value
Holder Rank
#1,733
of 2,096 holders
Holding Since
Mar 2023
13 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, 2026ProVise Management Group, LLC holds $22,338,836 across 4 Credit Services names. COF ranks #4 (0.9% of the industry book) .
All Filings in COF
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13 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $208,644 | 1,040 | Shares | Sole | 2026-08-03 | |
| 2025-12-31 | $257,628 | 1,063 | Shares | Sole | 2026-01-29 | |
| 2025-09-30 | $516,781 | 2,431 | Shares | Sole | 2025-11-13 | |
| 2025-06-30 | $474,029 | 2,228 | Shares | Sole | 2025-08-08 | |
| 2025-03-31 | $369,895 | 2,063 | Shares | Sole | 2025-05-08 | |
| 2024-12-31 | $526,044 | 2,950 | Shares | Sole | 2025-02-11 | |
| 2024-09-30 | $441,703 | 2,950 | Shares | Sole | 2024-11-12 | |
| 2024-06-30 | $408,427 | 2,950 | Shares | Sole | 2024-08-12 | |
| 2024-03-31 | $439,225 | 2,950 | Shares | Sole | 2024-05-09 | |
| 2023-12-31 | $386,804 | 2,950 | Shares | Sole | 2024-02-09 | |
| 2023-09-30 | $286,297 | 2,950 | Shares | Sole | 2023-11-08 | |
| 2023-06-30 | $322,641 | 2,950 | Shares | Sole | 2023-08-24 | |
| 2023-03-31 | $222,129 | 2,310 | Shares | Sole | 2023-05-08 | |
| No filing history on record for this holder in this stock. | ||||||