SUMMIT SECURITIES GROUP LLC

Broker-Dealer

Position in COF — Capital One Financial Corp

CIK 1531593 NEW YORK, NY

Position in COF

as of Jun 30, 2026 · filed Aug 3, 2026 Compact

Position Value

$28,889

+$10,099 QoQ

Shares Held

144

+39.8% QoQ

Ownership

0.000%

of shares outstanding

% of Portfolio

0.01%

of 13F equity value

Holder Rank

#1,936

of 2,096 holders

Holding Since

Jun 2021

14 quarters on record

Voting authority Sole 100% Shared 0% None 0%

Financial Services · as of Jun 30, 2026

SUMMIT SECURITIES GROUP LLC holds $236,197 across 7 Credit Services names. COF ranks #3 (12.2% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	MA	Mastercard Inc	188	$96,556
2	AXP	American Express Co	177	$59,870
3	COF	Capital One Financial Corp This page	144	$28,889
4	UPST	Upstart Holdings, Inc.	743	$26,324
5	SEZL	Sezzle Inc.	104	$17,849
6	SYF	Synchrony Financial	78	$5,931
7	SLM	SLM Corp	30	$778

14 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$28,889	144	+39.8%	Shares	Sole	2026-08-03
2026-03-31	$18,790	103	-91.4%	Shares	Sole	2026-04-30
2025-12-31	$288,650	1,191	-30.6%	Shares	Sole	2026-02-17
2025-09-30	$364,574	1,715	+145.4%	Shares	Sole	2025-11-13
2025-06-30	$148,719	699	+39.8%	Shares	Sole	2025-08-12
2023-06-30	$54,685	500	-33.1%	Shares	Sole	2023-08-14
2023-03-31	$71,831	747	-70.0%	Shares	Sole	2023-05-12
2022-12-31	$231,098	2,486	+8.0%	Shares	Sole	2023-02-13
2022-09-30	$212,083	2,301	-26.3%	Shares	Sole	2022-11-02
2022-06-30	$325,385	3,123	+12.7%	Shares	Sole	2022-08-02
2022-03-31	$363,673	2,770	-69.4%	Shares	Sole	2022-05-11
2021-12-31	$1,312,339	9,045	+77.4%	Shares	Sole	2022-01-18
2021-09-30	$826,047	5,100	+46.6%	Shares	Sole	2021-10-20
2021-06-30	$538,321	3,480	—	Shares	Sole	2021-07-19
No filing history on record for this holder in this stock.