YHB Investment Advisors, Inc.

Position in COF — Capital One Financial Corp

CIK 1469219 West Hartford, CT

Position in COF

as of Jun 30, 2026 · filed Jul 14, 2026 Compact

Position Value

$2,015,027

-$986,858 QoQ

Shares Held

10,044

-39.0% QoQ

Ownership

0.002%

of shares outstanding

% of Portfolio

0.18%

of 13F equity value

Holder Rank

#767

of 2,095 holders

Holding Since

Sep 2020

24 quarters on record

Voting authority Sole 100% Shared 0% None 0%

Financial Services · as of Jun 30, 2026

YHB Investment Advisors, Inc. holds $35,600,157 across 4 Credit Services names. COF ranks #4 (5.7% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	V	Visa Inc.	82,599	$28,338,890
2	MA	Mastercard Inc	6,219	$3,194,078
3	AXP	American Express Co	6,067	$2,052,162
4	COF	Capital One Financial Corp This page	10,044	$2,015,027

24 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$2,015,027	10,044	-39.0%	Shares	Sole	2026-07-14
2026-03-31	$3,001,885	16,455	-0.1%	Shares	Sole	2026-04-13
2025-12-31	$3,990,215	16,464	-2.6%	Shares	Sole	2026-01-16
2025-09-30	$3,593,452	16,904	+0.4%	Shares	Sole	2025-10-08
2025-06-30	$3,580,538	16,829	+8.5%	Shares	Sole	2025-07-10
2025-03-31	$2,780,763	15,509	-0.5%	Shares	Sole	2025-04-23
2024-12-31	$2,779,295	15,586	-1.1%	Shares	Sole	2025-01-22
2024-09-30	$2,359,295	15,757	0.0%	Shares	Sole	2024-10-22
2024-06-30	$2,181,556	15,757	0.0%	Shares	Sole	2024-08-01
2024-03-31	$2,346,059	15,757	-7.7%	Shares	Sole	2024-08-15
2023-12-31	$2,239,267	17,078	-23.3%	Shares	Sole	2024-01-29
2023-09-30	$2,161,206	22,269	-3.9%	Shares	Sole	2023-10-23
2023-06-30	$2,535,415	23,182	+3.2%	Shares	Sole	2023-08-10
2023-03-31	$2,159,849	22,461	+32.3%	Shares	Sole	2023-05-08
2022-12-31	$1,577,717	16,972	-3.1%	Shares	Sole	2023-01-12
2022-09-30	$1,615,187	17,524	0.0%	Shares	Sole	2022-11-03
2022-06-30	$1,825,825	17,524	0.0%	Shares	Sole	2022-07-14
2022-03-31	$2,300,725	17,524	-2.7%	Shares	Sole	2022-04-14
2021-12-31	$2,614,376	18,019	0.0%	Shares	Sole	2022-01-18
2021-09-30	$2,918,537	18,019	0.0%	Shares	Sole	2021-10-28
2021-06-30	$2,787,359	18,019	0.0%	Shares	Sole	2021-07-15
2021-03-31	$2,292,557	18,019	-4.9%	Shares	Sole	2021-04-22
2020-12-31	$1,873,701	18,955	+27.1%	Shares	Sole	2021-01-21
2020-09-30	$1,071,648	14,913	—	Shares	Sole	2020-11-02
No filing history on record for this holder in this stock.