Position in COF
as of Mar 31, 2026
· filed Apr 13, 2026
Position Value
$2,682,998
-$1,627,132 QoQ
Shares Held
14,707
-17.3% QoQ
Ownership
0.002%
of shares outstanding
% of Portfolio
0.13%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Mar 2020
25 quarters on record
Voting authority
Sole 100.ToString("F0")%
Shared 0.ToString("F0")%
None 0.ToString("F0")%
Common Shares in COF Over Time
Shares Held
Position Value (USD)
Position in Credit Services
Financial Services · as of Mar 31, 2026IFP Advisors, Inc holds $36,254,290 across 36 Credit Services names. COF ranks #4 (7.4% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | V |
Visa Inc.
|
44,947 | $13,584,781 | |
| 2 | MA |
Mastercard Inc
|
19,197 | $9,591,973 | |
| 3 | AXP |
American Express Co
|
17,698 | $5,353,291 | |
| 4 | COF |
Capital One Financial Corp
This page
|
14,707 | $2,682,998 | |
| 5 | PYPL |
PayPal Holdings, Inc.
|
48,953 | $2,214,144 | |
| 6 | SOFI |
SoFi Technologies, Inc.
|
98,813 | $1,569,150 | |
| 7 | FCFS |
FirstCash Holdings, Inc.
|
1,430 | $268,840 | |
| 8 | SYF |
Synchrony Financial
|
3,400 | $231,268 |
All Filings in COF
Export CSV
25 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $2,682,998 | 14,707 | Shares | Sole | 2026-04-13 | |
| 2025-12-31 | $4,310,130 | 17,784 | Shares | Sole | 2026-02-06 | |
| 2025-09-30 | $2,465,715 | 11,599 | Shares | Sole | 2026-02-06 | |
| 2025-06-30 | $2,370,571 | 11,142 | Shares | Sole | 2025-07-24 | |
| 2025-03-31 | $485,903 | 2,710 | Shares | Sole | 2025-05-05 | |
| 2024-12-31 | $428,502 | 2,403 | Shares | Sole | 2025-02-04 | |
| 2024-09-30 | $274,604 | 1,834 | Shares | Sole | 2025-02-04 | |
| 2024-06-30 | $313,589 | 2,265 | Shares | Sole | 2024-07-30 | |
| 2024-03-31 | $302,395 | 2,031 | Shares | Sole | 2024-07-30 | |
| 2023-12-31 | $148,690 | 1,134 | Shares | Sole | 2024-01-09 | |
| 2023-09-30 | $77,834 | 802 | Shares | Sole | 2023-10-12 | |
| 2023-06-30 | $91,980 | 841 | Shares | Sole | 2023-08-14 | |
| 2023-03-31 | $76,543 | 796 | Shares | Sole | 2023-04-18 | |
| 2022-12-31 | $297,193 | 3,197 | Shares | Sole | 2023-02-07 | |
| 2022-09-30 | $272,454 | 2,956 | Shares | Sole | 2022-11-08 | |
| 2022-06-30 | $232,656 | 2,233 | Shares | Sole | 2022-09-06 | |
| 2022-03-31 | $293,170 | 2,233 | Shares | Sole | 2022-09-06 | |
| 2021-12-31 | $226,050 | 1,558 | Shares | Sole | 2022-01-12 | |
| 2021-09-30 | $466,797 | 2,882 | Shares | Sole | 2021-10-06 | |
| 2021-06-30 | $5,274,000 | 34,094 | Shares | Sole | 2021-07-13 | |
| 2021-03-31 | $68,195 | 536 | Shares | Sole | 2021-04-30 | |
| 2020-12-31 | $38,254 | 387 | Shares | Sole | 2021-01-25 | |
| 2020-09-30 | $31,618 | 440 | Shares | Sole | 2020-10-29 | |
| 2020-06-30 | $25,724 | 411 | Shares | Sole | 2020-08-05 | |
| 2020-03-31 | $23,999 | 476 | Shares | Sole | 2020-05-12 | |
| No filing history on record for this holder in this stock. | ||||||