Capital Planning Advisors, LLC

Position in COF — Capital One Financial Corp

CIK 1631941 Roseville, CA

Position in COF

as of Mar 31, 2026 · filed May 14, 2026 Compact

Position Value

$386,934

New position

Shares Held

2,121

first reported quarter

Ownership

0.000%

of shares outstanding

% of Portfolio

0.11%

of 13F equity value

Holder Rank

—

not a current holder

Holding Since

Mar 2026

1 quarter on record

Voting authority Sole 0% Shared 0% None 100%

Financial Services · as of Mar 31, 2026

Capital Planning Advisors, LLC holds $6,598,320 across 3 Credit Services names. COF ranks #3 (5.9% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	V	Visa Inc.	18,855	$5,698,735
2	MA	Mastercard Inc	1,026	$512,651
3	COF	Capital One Financial Corp This page	2,121	$386,934

1 filing row on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-03-31	$386,934	2,121	—	Shares	Sole	2026-05-14
No filing history on record for this holder in this stock.