Position in COF
as of Mar 31, 2026
· filed May 5, 2026
Position Value
$8,872,665
-$2,889,065 QoQ
Shares Held
48,636
+0.2% QoQ
Ownership
0.008%
of shares outstanding
% of Portfolio
0.19%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Mar 2020
25 quarters on record
Voting authority
Sole 0.ToString("F0")%
Shared 0.ToString("F0")%
None 100.ToString("F0")%
Common Shares in COF Over Time
Shares Held
Position Value (USD)
Position in Credit Services
Financial Services · as of Mar 31, 2026Atria Investments, Inc holds $103,080,733 across 13 Credit Services names. COF ranks #4 (8.6% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | V |
Visa Inc.
|
146,800 | $44,368,832 | |
| 2 | MA |
Mastercard Inc
|
54,075 | $27,019,114 | |
| 3 | AXP |
American Express Co
|
48,566 | $14,690,243 | |
| 4 | COF |
Capital One Financial Corp
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|
48,636 | $8,872,665 | |
| 5 | OMF |
OneMain Holdings, Inc.
|
49,043 | $2,623,310 | |
| 6 | PYPL |
PayPal Holdings, Inc.
|
40,780 | $1,844,479 | |
| 7 | FCFS |
FirstCash Holdings, Inc.
|
4,797 | $901,836 | |
| 8 | CACC |
Credit Acceptance Corp
|
1,934 | $818,971 |
All Filings in COF
Export CSV
25 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $8,872,665 | 48,636 | Shares | Sole | 2026-05-05 | |
| 2025-12-31 | $11,761,730 | 48,530 | Shares | Sole | 2026-02-05 | |
| 2025-09-30 | $10,353,921 | 48,706 | Shares | Sole | 2025-11-06 | |
| 2025-06-30 | $10,029,506 | 47,140 | Shares | Sole | 2025-08-04 | |
| 2025-03-31 | $6,428,263 | 35,852 | Shares | Sole | 2025-05-06 | |
| 2024-12-31 | $7,749,252 | 43,457 | Shares | Sole | 2025-02-06 | |
| 2024-09-30 | $6,145,667 | 41,045 | Shares | Sole | 2024-11-01 | |
| 2024-06-30 | $5,205,443 | 37,598 | Shares | Sole | 2024-08-13 | |
| 2024-03-31 | $5,660,053 | 38,015 | Shares | Sole | 2024-05-21 | |
| 2023-12-31 | $4,496,629 | 34,294 | Shares | Sole | 2024-02-14 | |
| 2023-09-30 | $3,067,847 | 31,611 | Shares | Sole | 2023-11-07 | |
| 2023-06-30 | $3,362,471 | 30,744 | Shares | Sole | 2023-08-04 | |
| 2023-03-31 | $3,249,438 | 33,792 | Shares | Sole | 2023-05-10 | |
| 2022-12-31 | $2,756,449 | 29,652 | Shares | Sole | 2023-01-31 | |
| 2022-09-30 | $3,152,306 | 34,201 | Shares | Sole | 2022-11-01 | |
| 2022-06-30 | $3,836,484 | 36,822 | Shares | Sole | 2022-08-11 | |
| 2022-03-31 | $5,209,062 | 39,676 | Shares | Sole | 2022-05-02 | |
| 2021-12-31 | $5,468,732 | 37,692 | Shares | Sole | 2022-02-04 | |
| 2021-09-30 | $6,223,535 | 38,424 | Shares | Sole | 2021-11-16 | |
| 2021-06-30 | $4,889,905 | 31,611 | Shares | Sole | 2021-08-10 | |
| 2021-03-31 | $3,516,891 | 27,642 | Shares | Sole | 2021-05-11 | |
| 2020-12-31 | $1,852,152 | 18,737 | Shares | Sole | 2021-02-12 | |
| 2020-09-30 | $1,231,967 | 17,144 | Shares | Sole | 2020-11-05 | |
| 2020-06-30 | $1,064,092 | 17,001 | Shares | Sole | 2020-09-22 | |
| 2020-03-31 | $824,568 | 16,354 | Shares | Sole | 2020-05-15 | |
| No filing history on record for this holder in this stock. | ||||||