Position in COF
as of Jun 30, 2026
· filed Jul 23, 2026
Position Value
$9,228
+$837 QoQ
Shares Held
46
0.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#2,021
of 2,096 holders
Holding Since
Mar 2020
8 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in COF Over Time
Shares Held
Position Value (USD)
Position in Credit Services
Financial Services · as of Jun 30, 2026JNBA Financial Advisors holds $1,153,016 across 9 Credit Services names. COF ranks #5 (0.8% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | V |
Visa Inc.
|
2,002 | $686,866 | |
| 2 | MA |
Mastercard Inc
|
663 | $340,516 | |
| 3 | AXP |
American Express Co
|
246 | $83,209 | |
| 4 | PYPL |
PayPal Holdings, Inc.
|
461 | $19,905 | |
| 5 | COF |
Capital One Financial Corp
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|
46 | $9,228 | |
| 6 | KLAR |
Klarna Group plc
|
376 | $7,610 | |
| 7 | LX |
LexinFintech Holdings Ltd.
|
1,567 | $3,086 | |
| 8 | ALLY |
Ally Financial Inc.
|
38 | $1,746 |
All Filings in COF
Export CSV
8 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $9,228 | 46 | Shares | Sole | 2026-07-23 | |
| 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. | ||||||