Valmark Advisers, Inc.

Position in COF — Capital One Financial Corp

CIK 1380443 AKRON, OH

Position in COF

as of Jun 30, 2026 · filed Aug 6, 2026 Compact

Position Value

$488,710

+$71,311 QoQ

Shares Held

2,436

+6.5% QoQ

Ownership

0.000%

of shares outstanding

% of Portfolio

0.02%

of 13F equity value

Holder Rank

#1,262

of 2,096 holders

Holding Since

Dec 2023

7 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Financial Services · as of Jun 30, 2026

Valmark Advisers, Inc. holds $5,759,432 across 4 Credit Services names. COF ranks #4 (8.5% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	V	Visa Inc.	8,061	$2,765,648
2	MA	Mastercard Inc	3,667	$1,883,371
3	AXP	American Express Co	1,838	$621,703
4	COF	Capital One Financial Corp This page	2,436	$488,710

7 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$488,710	2,436	+6.5%	Shares	Sole	2026-08-06
2026-03-31	$417,399	2,288	-14.8%	Shares	Sole	2026-05-01
2025-12-31	$650,978	2,686	-1.5%	Shares	Sole	2026-01-26
2025-09-30	$579,705	2,727	-3.7%	Shares	Sole	2025-10-24
2025-06-30	$602,323	2,831	+140.1%	Shares	Sole	2025-07-23
2024-12-31	$210,239	1,179	-23.2%	Shares	Sole	2025-01-30
2023-12-31	$201,400	1,536	—	Shares	Sole	2024-02-02
No filing history on record for this holder in this stock.