ASPIRIANT, LLC

Position in COF — Capital One Financial Corp

CIK 1433541 San Francisco, CA

Position in COF

as of Jun 30, 2026 · filed Jul 20, 2026 Compact

Position Value

$1,156,774

+$295,158 QoQ

Shares Held

5,766

+22.1% QoQ

Ownership

0.001%

of shares outstanding

% of Portfolio

0.27%

of 13F equity value

Holder Rank

#951

of 2,096 holders

Holding Since

Mar 2020

25 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Financial Services · as of Jun 30, 2026

ASPIRIANT, LLC holds $6,686,340 across 4 Credit Services names. COF ranks #4 (17.3% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	V	Visa Inc.	5,742	$1,970,022
2	AXP	American Express Co	5,704	$1,929,378
3	MA	Mastercard Inc	3,174	$1,630,166
4	COF	Capital One Financial Corp This page	5,766	$1,156,774

25 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$1,156,774	5,766	+22.1%	Shares	Sole	2026-07-20
2026-03-31	$861,616	4,723	-4.7%	Shares	Sole	2026-05-12
2025-12-31	$1,201,378	4,957	+20.5%	Shares	Sole	2026-01-20
2025-09-30	$874,341	4,113	+8.9%	Shares	Sole	2025-10-24
2025-06-30	$803,807	3,778	+29.8%	Shares	Sole	2025-07-29
2025-03-31	$521,942	2,911	+2.4%	Shares	Sole	2025-04-21
2024-12-31	$507,142	2,844	+7.6%	Shares	Sole	2025-01-16
2024-09-30	$395,736	2,643	-9.1%	Shares	Sole	2024-10-17
2024-06-30	$402,751	2,909	-9.7%	Shares	Sole	2024-07-15
2024-03-31	$479,425	3,220	+4.7%	Shares	Sole	2024-04-15
2023-12-31	$403,062	3,074	+5.4%	Shares	Sole	2024-01-26
2023-09-30	$282,997	2,916	+8.0%	Shares	Sole	2023-10-18
2023-06-30	$295,299	2,700	-0.1%	Shares	Sole	2023-07-19
2023-03-31	$259,920	2,703	0.0%	Shares	Sole	2023-04-27
2022-12-31	$251,270	2,703	+8.7%	Shares	Sole	2023-01-23
2022-09-30	$229,134	2,486	+0.3%	Shares	Sole	2022-10-28
2022-06-30	$258,287	2,479	-7.9%	Shares	Sole	2022-07-25
2022-03-31	$353,301	2,691	-2.2%	Shares	Sole	2022-05-06
2021-12-31	$399,142	2,751	+13.6%	Shares	Sole	2022-02-14
2021-09-30	$392,129	2,421	-6.4%	Shares	Sole	2021-10-27
2021-06-30	$400,028	2,586	+4.9%	Shares	Sole	2021-08-13
2021-03-31	$313,749	2,466	+3.5%	Shares	Sole	2021-05-11
2020-12-31	$235,460	2,382	-33.5%	Shares	Sole	2021-02-01
2020-06-30	$224,134	3,581	-10.8%	Shares	Sole	2020-08-06
2020-03-31	$202,436	4,015	—	Shares	Sole	2020-05-05
No filing history on record for this holder in this stock.