River Wealth Advisors LLC

Position in COF — Capital One Financial Corp

CIK 1642570 CAMP HILL, PA

Position in COF

as of Jun 30, 2026 · filed Aug 4, 2026 Compact

Position Value

$3,447,253

+$237,580 QoQ

Shares Held

17,183

-2.3% QoQ

Ownership

0.003%

of shares outstanding

% of Portfolio

0.51%

of 13F equity value

Holder Rank

#638

of 2,096 holders

Holding Since

Mar 2020

26 quarters on record

Voting authority Sole 97% Shared 0% None 3%

Financial Services · as of Jun 30, 2026

River Wealth Advisors LLC holds $27,363,781 across 3 Credit Services names. COF ranks #3 (12.6% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	V	Visa Inc.	53,928	$18,502,157
2	MA	Mastercard Inc	10,542	$5,414,371
3	COF	Capital One Financial Corp This page	17,183	$3,447,253

26 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$3,447,253	17,183	-2.3%	Shares	Sole	2026-08-04
2026-03-31	$3,209,673	17,594	-4.4%	Shares	Sole	2026-05-13
2025-12-31	$4,462,574	18,413	-5.9%	Shares	Sole	2026-02-13
2025-09-30	$4,161,466	19,576	-0.9%	Shares	Sole	2025-11-12
2025-06-30	$4,203,073	19,755	+27.9%	Shares	Sole	2025-08-13
2025-03-31	$2,769,826	15,448	-5.5%	Shares	Sole	2025-05-14
2024-12-31	$2,914,283	16,343	-3.0%	Shares	Sole	2025-02-13
2024-09-30	$2,521,902	16,843	-6.0%	Shares	Sole	2024-11-12
2024-06-30	$2,480,331	17,915	-5.9%	Shares	Sole	2024-08-13
2024-03-31	$2,833,972	19,034	-7.9%	Shares	Sole	2024-05-14
2023-12-31	$2,710,906	20,675	-11.0%	Shares	Sole	2024-02-13
2023-09-30	$2,254,762	23,233	-6.5%	Shares	Sole	2023-11-13
2023-06-30	$2,718,063	24,852	-2.7%	Shares	Sole	2023-08-09
2023-03-31	$2,457,272	25,554	-2.4%	Shares	Sole	2023-05-11
2022-12-31	$2,434,064	26,184	+2.7%	Shares	Sole	2023-02-10
2022-09-30	$2,349,228	25,488	-3.2%	Shares	Sole	2022-11-14
2022-06-30	$2,742,489	26,322	+2.7%	Shares	Sole	2022-08-10
2022-03-31	$3,364,043	25,623	+3.2%	Shares	Sole	2022-05-09
2021-12-31	$3,600,843	24,818	+4.3%	Shares	Sole	2022-02-11
2021-09-30	$3,853,266	23,790	+1.0%	Shares	Sole	2021-11-12
2021-06-30	$3,645,269	23,565	+0.7%	Shares	Sole	2021-08-06
2021-03-31	$2,977,818	23,405	+4.6%	Shares	Sole	2021-05-11
2020-12-31	$2,211,274	22,370	+7.4%	Shares	Sole	2021-02-16
2020-09-30	$1,496,412	20,824	-0.6%	Shares	Sole	2020-11-10
2020-06-30	$1,310,947	20,945	+10.4%	Shares	Sole	2020-08-11
2020-03-31	$956,820	18,977	—	Shares	Sole	2020-05-05
No filing history on record for this holder in this stock.