Choate Investment Advisors

Position in COF — Capital One Financial Corp

CIK 1399794 BOSTON, MA

Position in COF

as of Jun 30, 2026 · filed Aug 11, 2026 Compact

Position Value

$1,221,775

+$954 QoQ

Shares Held

6,090

-9.0% QoQ

Ownership

0.001%

of shares outstanding

% of Portfolio

0.05%

of 13F equity value

Holder Rank

#931

of 2,096 holders

Holding Since

Mar 2020

26 quarters on record

Voting authority Sole 92% Shared 0% None 8%

Financial Services · as of Jun 30, 2026

Choate Investment Advisors holds $80,054,057 across 5 Credit Services names. COF ranks #4 (1.5% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	V	Visa Inc.	102,208	$35,066,542
2	MA	Mastercard Inc	54,084	$27,777,542
3	AXP	American Express Co	46,033	$15,570,662
4	COF	Capital One Financial Corp This page	6,090	$1,221,775
5	AFRM	Affirm Holdings, Inc.	5,120	$417,536

26 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$1,221,775	6,090	-9.0%	Shares	Sole	2026-08-11
2026-03-31	$1,220,821	6,692	+2.8%	Shares	Sole	2026-05-13
2025-12-31	$1,577,278	6,508	-17.9%	Shares	Sole	2026-02-09
2025-09-30	$1,685,546	7,929	+1.9%	Shares	Sole	2025-11-10
2025-06-30	$1,655,485	7,781	+243.1%	Shares	Sole	2025-08-12
2025-03-31	$406,652	2,268	-0.4%	Shares	Sole	2025-05-14
2024-12-31	$406,034	2,277	-21.7%	Shares	Sole	2025-02-10
2024-09-30	$435,414	2,908	+38.2%	Shares	Sole	2024-11-13
2024-06-30	$291,298	2,104	+6.6%	Shares	Sole	2024-08-08
2024-03-31	$293,908	1,974	-81.9%	Shares	Sole	2024-05-07
2023-12-31	$1,429,076	10,899	-2.6%	Shares	Sole	2024-02-14
2023-09-30	$1,085,601	11,186	+4.1%	Shares	Sole	2023-10-30
2023-06-30	$1,174,961	10,743	+5.7%	Shares	Sole	2023-08-01
2023-03-31	$977,274	10,163	0.0%	Shares	Sole	2023-05-15
2022-12-31	$944,752	10,163	-0.2%	Shares	Sole	2023-02-14
2022-09-30	$938,567	10,183	0.0%	Shares	Sole	2022-11-14
2022-06-30	$1,060,966	10,183	+1.6%	Shares	Sole	2022-08-11
2022-03-31	$1,315,919	10,023	-0.5%	Shares	Sole	2022-04-29
2021-12-31	$1,461,491	10,073	0.0%	Shares	Sole	2022-02-07
2021-09-30	$1,631,523	10,073	0.0%	Shares	Sole	2021-11-04
2021-06-30	$1,558,192	10,073	-0.1%	Shares	Sole	2021-07-30
2021-03-31	$1,283,114	10,085	-1.5%	Shares	Sole	2021-05-07
2020-12-31	$1,011,729	10,235	+4.9%	Shares	Sole	2021-02-08
2020-09-30	$700,994	9,755	-6.4%	Shares	Sole	2020-10-26
2020-06-30	$652,500	10,425	-19.0%	Shares	Sole	2020-07-23
2020-03-31	$648,804	12,868	—	Shares	Sole	2020-05-07
No filing history on record for this holder in this stock.