Forvis Mazars Wealth Advisors, LLC

Position in COF — Capital One Financial Corp

CIK 1352864 Springfield, MO

Position in COF

as of Jun 30, 2026 · filed Aug 10, 2026 Compact

Position Value

$4,250,937

+$377,584 QoQ

Shares Held

21,189

-0.2% QoQ

Ownership

0.003%

of shares outstanding

% of Portfolio

0.27%

of 13F equity value

Holder Rank

#588

of 2,096 holders

Holding Since

Mar 2020

26 quarters on record

Voting authority Sole 1% Shared 0% None 99%

Financial Services · as of Jun 30, 2026

Forvis Mazars Wealth Advisors, LLC holds $17,618,028 across 4 Credit Services names. COF ranks #3 (24.1% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	AXP	American Express Co	15,205	$5,143,091
2	MA	Mastercard Inc	9,981	$5,126,241
3	COF	Capital One Financial Corp This page	21,189	$4,250,937
4	V	Visa Inc.	9,029	$3,097,759

26 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$4,250,937	21,189	-0.2%	Shares	Sole	2026-08-10
2026-03-31	$3,873,353	21,232	-3.9%	Shares	Sole	2026-05-01
2025-12-31	$5,355,428	22,097	-2.7%	Shares	Sole	2026-02-10
2025-09-30	$4,827,479	22,709	-5.9%	Shares	Sole	2025-10-30
2025-06-30	$5,135,813	24,139	+18.2%	Shares	Sole	2025-07-29
2025-03-31	$3,661,485	20,421	+0.5%	Shares	Sole	2025-05-13
2024-12-31	$3,622,749	20,316	-4.3%	Shares	Sole	2025-02-04
2024-09-30	$3,177,719	21,223	-1.2%	Shares	Sole	2024-11-14
2024-06-30	$2,975,013	21,488	-5.6%	Shares	Sole	2024-08-09
2024-03-31	$3,389,183	22,763	-7.5%	Shares	Sole	2024-04-19
2023-12-31	$3,227,781	24,617	-3.2%	Shares	Sole	2024-01-11
2023-09-30	$2,467,399	25,424	-15.9%	Shares	Sole	2023-10-26
2023-06-30	$3,306,911	30,236	-9.3%	Shares	Sole	2023-08-08
2023-03-31	$3,204,916	33,329	+4.6%	Shares	Sole	2023-04-27
2022-12-31	$2,961,798	31,861	-0.0%	Shares	Sole	2023-02-03
2022-09-30	$2,936,720	31,862	+4.1%	Shares	Sole	2022-10-14
2022-06-30	$3,188,734	30,605	+3.3%	Shares	Sole	2022-07-22
2022-03-31	$3,889,860	29,628	+4.5%	Shares	Sole	2022-05-10
2021-12-31	$4,113,156	28,349	-1.2%	Shares	Sole	2022-01-14
2021-09-30	$4,646,919	28,690	-1.9%	Shares	Sole	2021-10-14
2021-06-30	$4,521,898	29,232	-2.8%	Shares	Sole	2021-07-14
2021-03-31	$3,827,205	30,081	-3.4%	Shares	Sole	2021-04-23
2020-12-31	$3,079,276	31,151	+6.3%	Shares	Sole	2021-01-22
2020-09-30	$2,106,791	29,318	+5.2%	Shares	Sole	2020-11-05
2020-06-30	$1,743,507	27,856	+105.7%	Shares	Sole	2020-07-15
2020-03-31	$682,787	13,542	—	Shares	Sole	2020-04-10
No filing history on record for this holder in this stock.