TCI Wealth Advisors, Inc.

Position in COF — Capital One Financial Corp

CIK 1583751 Tucson, AZ

Position in COF

as of Jun 30, 2026 · filed Jul 29, 2026 Compact

Position Value

$428,524

-$43,969 QoQ

Shares Held

2,136

-17.5% QoQ

Ownership

0.000%

of shares outstanding

% of Portfolio

0.17%

of 13F equity value

Holder Rank

#1,321

of 2,096 holders

Holding Since

Mar 2020

18 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Financial Services · as of Jun 30, 2026

TCI Wealth Advisors, Inc. holds $6,068,579 across 5 Credit Services names. COF ranks #5 (7.1% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	UPST	Upstart Holdings, Inc.	52,706	$1,867,373
2	AXP	American Express Co	5,287	$1,788,327
3	V	Visa Inc.	3,688	$1,265,315
4	MA	Mastercard Inc	1,400	$719,040
5	COF	Capital One Financial Corp This page	2,136	$428,524

18 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$428,524	2,136	-17.5%	Shares	Sole	2026-07-29
2026-03-31	$472,493	2,590	-8.6%	Shares	Sole	2026-04-27
2025-12-31	$686,848	2,834	+19.2%	Shares	Sole	2026-02-02
2025-09-30	$505,302	2,377	+0.3%	Shares	Sole	2025-10-14
2025-06-30	$504,241	2,370	+210.2%	Shares	Sole	2025-07-16
2023-03-31	$73,466	764	-7.7%	Shares	Sole	2023-05-03
2022-12-31	$76,970	828	+108.0%	Shares	Sole	2023-02-07
2022-09-30	$36,683	398	-40.3%	Shares	Sole	2022-11-08
2022-06-30	$69,494	667	+44.1%	Shares	Sole	2022-07-19
2022-03-31	$60,787	463	-25.4%	Shares	Sole	2022-04-29
2021-12-31	$90,100	621	+4.9%	Shares	Sole	2022-01-24
2021-09-30	$95,886	592	+15.2%	Shares	Sole	2021-10-29
2021-06-30	$79,510	514	+11.5%	Shares	Sole	2021-08-02
2021-03-31	$58,653	461	+45.0%	Shares	Sole	2021-04-29
2020-12-31	$31,434	318	+10.4%	Shares	Sole	2021-01-21
2020-09-30	$20,695	288	0.0%	Shares	Sole	2020-10-20
2020-06-30	$18,025	288	+20.0%	Shares	Sole	2020-07-20
2020-03-31	$12,100	240	—	Shares	Sole	2020-04-14
No filing history on record for this holder in this stock.