Position in COF
as of Mar 31, 2026
· filed Apr 23, 2026
Position Value
$8,391
-$4,454 QoQ
Shares Held
46
-13.2% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Mar 2020
7 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, 2026JNBA Financial Advisors holds $1,035,127 across 10 Credit Services names. COF ranks #5 (0.8% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | V |
Visa Inc.
|
1,975 | $596,924 | |
| 2 | MA |
Mastercard Inc
|
657 | $328,276 | |
| 3 | AXP |
American Express Co
|
231 | $69,872 | |
| 4 | PYPL |
PayPal Holdings, Inc.
|
461 | $20,851 | |
| 5 | COF |
Capital One Financial Corp
This page
|
46 | $8,391 | |
| 6 | KLAR |
Klarna Group plc
|
376 | $4,921 | |
| 7 | LX |
LexinFintech Holdings Ltd.
|
1,567 | $3,416 | |
| 8 | ALLY |
Ally Financial Inc.
|
38 | $1,490 |
All Filings in COF
Export CSV
7 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $8,391 | 46 | Shares | Sole | 2026-04-23 | |
| 2025-12-31 | $12,845 | 53 | Shares | Sole | 2026-01-26 | |
| 2025-09-30 | $9,778 | 46 | Shares | Sole | 2025-10-28 | |
| 2024-09-30 | $7,935 | 53 | Shares | Sole | 2024-10-31 | |
| 2020-09-30 | $35,642 | 496 | Shares | Sole | 2020-11-05 | |
| 2020-06-30 | $31,044 | 496 | Shares | Sole | 2020-07-24 | |
| 2020-03-31 | $25,008 | 496 | Shares | Sole | 2020-05-01 | |
| No filing history on record for this holder in this stock. | ||||||