UNITED CAPITAL FINANCIAL ADVISORS, LLC

Position in COF — Capital One Financial Corp

CIK 1463217 IRVING, TX

Back to COF Full portfolio

Position in COF

as of Jun 30, 2026 · filed Aug 17, 2026 Compact

Position Value

$6,839,737

+$878,837 QoQ

Shares Held

34,093

+4.3% QoQ

Ownership

0.005%

of shares outstanding

% of Portfolio

0.08%

of 13F equity value

Holder Rank

#491

of 2,095 holders

Holding Since

Mar 2020

26 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Common Shares in COF Over Time

Shares Held

Position Value (USD)

Position in Credit Services

Financial Services · as of Jun 30, 2026

UNITED CAPITAL FINANCIAL ADVISORS, LLC holds $181,867,967 across 11 Credit Services names. COF ranks #4 (3.8% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	V	Visa Inc.	283,047	$97,110,595
2	AXP	American Express Co	130,559	$44,161,581
3	MA	Mastercard Inc	58,613	$30,103,636
4	COF	Capital One Financial Corp This page	34,093	$6,839,737
5	SYF	Synchrony Financial	17,202	$1,308,212
6	AFRM	Affirm Holdings, Inc.	9,426	$768,690
7	PYPL	PayPal Holdings, Inc.	17,248	$744,768
8	SOFI	SoFi Technologies, Inc.	18,582	$333,175

All Filings in COF

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26 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$6,839,737	34,093	+4.3%	Shares	Defined	2026-08-17
2026-03-31	$5,960,900	32,675	-5.3%	Shares	Defined	2026-05-15
2025-12-31	$8,361,420	34,500	+2.4%	Shares	Defined	2026-02-17
2025-09-30	$7,165,434	33,707	-1.4%	Shares	Defined	2025-11-14
2025-06-30	$7,271,924	34,179	+122.6%	Shares	Defined	2025-08-11
2025-03-31	$2,753,330	15,356	+17.5%	Shares	Defined	2025-05-13
2024-12-31	$2,329,929	13,066	-3.1%	Shares	Defined	2025-02-13
2024-09-30	$2,018,360	13,480	-3.0%	Shares	Defined	2024-11-12
2024-06-30	$1,923,070	13,890	-31.0%	Shares	Defined	2024-08-14
2024-03-31	$2,996,857	20,128	-19.1%	Shares	Defined	2024-05-15
2023-12-31	$3,260,954	24,870	-68.6%	Shares	Defined	2024-02-14
2023-09-30	$7,676,557	79,099	-4.1%	Shares	Defined	2023-11-14
2023-06-30	$9,020,728	82,479	-0.5%	Shares	Defined	2023-08-14
2023-03-31	$7,968,586	82,868	-7.8%	Shares	Defined	2023-08-15
2022-12-31	$8,359,149	89,922	-17.8%	Shares	Defined	2023-02-15
2022-09-30	$10,088,651	109,457	-3.4%	Shares	Defined	2022-11-14
2022-06-30	$11,800,767	113,262	+6.2%	Shares	Defined	2022-08-11
2022-03-31	$14,001,815	106,648	+5.1%	Shares	Defined	2022-05-16
2021-12-31	$14,719,380	101,450	+2.8%	Shares	Defined	2022-02-14
2021-09-30	$15,983,847	98,684	+8.6%	Shares	Defined	2021-11-15
2021-06-30	$14,057,608	90,876	+8.5%	Shares	Defined	2021-08-13
2021-03-31	$10,654,876	83,745	-0.7%	Shares	Defined	2021-05-14
2020-12-31	$8,339,084	84,361	-4.0%	Shares	Defined	2021-02-17
2020-09-30	$6,316,997	87,907	+0.1%	Shares	Defined	2020-11-13
2020-06-30	$5,497,530	87,834	-43.9%	Shares	Defined	2020-08-13
2020-03-31	$7,899,755	156,679	—	Shares	Defined	2020-08-11
No filing history on record for this holder in this stock.