Waldron Private Wealth LLC

Position in COF — Capital One Financial Corp

CIK 1598180 BRIDGEVILLE, PA

Position in COF

as of Jun 30, 2026 · filed Jul 20, 2026 Compact

Position Value

$360,915

+$24,879 QoQ

Shares Held

1,799

-2.3% QoQ

Ownership

0.000%

of shares outstanding

% of Portfolio

0.07%

of 13F equity value

Holder Rank

#1,423

of 2,096 holders

Holding Since

Dec 2021

11 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Financial Services · as of Jun 30, 2026

Waldron Private Wealth LLC holds $7,034,860 across 6 Credit Services names. COF ranks #6 (5.1% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	V	Visa Inc.	9,396	$3,223,673
2	MA	Mastercard Inc	3,685	$1,892,616
3	ALLY	Ally Financial Inc.	13,500	$620,325
4	AXP	American Express Co	1,517	$513,125
5	SYF	Synchrony Financial	5,578	$424,206
6	COF	Capital One Financial Corp This page	1,799	$360,915

11 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$360,915	1,799	-2.3%	Shares	Sole	2026-07-20
2026-03-31	$336,036	1,842	+4.2%	Shares	Sole	2026-04-10
2025-12-31	$428,492	1,768	+0.8%	Shares	Sole	2026-01-14
2025-09-30	$372,865	1,754	-0.4%	Shares	Sole	2025-10-30
2025-06-30	$374,670	1,761	-27.4%	Shares	Sole	2025-07-31
2024-12-31	$432,603	2,426	-65.6%	Shares	Sole	2025-01-24
2022-12-31	$655,553	7,052	0.0%	Shares	Sole	2023-02-08
2022-09-30	$649,982	7,052	-4.5%	Shares	Sole	2022-11-14
2022-06-30	$769,443	7,385	-5.3%	Shares	Sole	2022-08-03
2022-03-31	$1,023,930	7,799	+13.9%	Shares	Sole	2022-05-04
2021-12-31	$993,141	6,845	—	Shares	Sole	2022-02-02
No filing history on record for this holder in this stock.