West Family Investments, Inc.

Position in COF — Capital One Financial Corp

CIK 1568303 CARLSBAD, CA

Position in COF

as of Jun 30, 2026 · filed Aug 10, 2026 Compact

Position Value

$838,792

+$599,992 QoQ

Shares Held

4,181

+219.4% QoQ

Ownership

0.001%

of shares outstanding

% of Portfolio

0.26%

of 13F equity value

Holder Rank

#1,066

of 2,096 holders

Holding Since

Jun 2021

7 quarters on record

Voting authority Sole 100% Shared 0% None 0%

Financial Services · as of Jun 30, 2026

West Family Investments, Inc. holds $5,468,599 across 5 Credit Services names. COF ranks #3 (15.3% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	V	Visa Inc.	6,337	$2,174,161
2	MA	Mastercard Inc	2,951	$1,515,633
3	COF	Capital One Financial Corp This page	4,181	$838,792
4	AXP	American Express Co	1,509	$510,419
5	OMF	OneMain Holdings, Inc.	7,046	$429,594

7 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$838,792	4,181	+219.4%	Shares	Sole	2026-08-10
2026-03-31	$238,800	1,309	-54.6%	Shares	Sole	2026-05-07
2025-12-31	$699,450	2,886	0.0%	Shares	Sole	2026-02-11
2025-09-30	$613,505	2,886	+1.5%	Shares	Sole	2025-11-12
2025-06-30	$605,089	2,844	+79.0%	Shares	Sole	2025-08-13
2021-09-30	$257,370	1,589	+15.7%	Shares	Sole	2022-02-15
2021-06-30	$212,389	1,373	—	Shares	Sole	2022-02-15
No filing history on record for this holder in this stock.