Sowell Financial Services LLC

Position in COF — Capital One Financial Corp

CIK 1633697 NORTH LITTLE ROCK, AR

Position in COF

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

Position Value

$2,633,538

+$339,299 QoQ

Shares Held

13,127

+4.4% QoQ

Ownership

0.002%

of shares outstanding

% of Portfolio

0.16%

of 13F equity value

Holder Rank

#699

of 2,095 holders

Holding Since

Mar 2020

14 quarters on record

Voting authority Sole 100% Shared 0% None 0%

Financial Services · as of Jun 30, 2026

Sowell Financial Services LLC holds $40,485,620 across 7 Credit Services names. COF ranks #4 (6.5% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	MA	Mastercard Inc	32,572	$16,728,979
2	V	Visa Inc.	42,782	$14,678,076
3	AXP	American Express Co	13,952	$4,719,264
4	COF	Capital One Financial Corp This page	13,127	$2,633,538
5	SYF	Synchrony Financial	9,998	$760,347
6	SOFI	SoFi Technologies, Inc.	42,378	$759,837
7	PYPL	PayPal Holdings, Inc.	4,761	$205,579

14 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$2,633,538	13,127	+4.4%	Shares	Sole	2026-07-20
2026-03-31	$2,294,239	12,576	-3.0%	Shares	Sole	2026-04-20
2025-12-31	$3,141,470	12,962	-0.2%	Shares	Sole	2026-01-21
2025-09-30	$2,760,138	12,984	+32.0%	Shares	Sole	2025-10-17
2025-06-30	$2,093,132	9,838	+131.9%	Shares	Sole	2025-07-14
2025-03-31	$760,769	4,243	-60.1%	Shares	Sole	2025-04-17
2023-09-30	$1,030,768	10,621	+260.5%	Shares	Sole	2023-11-08
2023-03-31	$283,287	2,946	-74.4%	Shares	Sole	2023-05-12
2021-12-31	$1,669,550	11,507	+41.6%	Shares	Sole	2022-02-09
2021-03-31	$1,033,998	8,127	+365.5%	Shares	Sole	2021-05-07
2020-12-31	$172,592	1,746	+161.0%	Shares	Sole	2021-01-13
2020-09-30	$48,074	669	+236.2%	Shares	Sole	2020-11-12
2020-06-30	$12,455	199	-55.3%	Shares	Sole	2020-08-13
2020-03-31	$22,436	445	—	Shares	Sole	2020-05-12
No filing history on record for this holder in this stock.