Westbourne Investment Advisors, Inc.

Position in COF — Capital One Financial Corp

CIK 1650092 ANNAPOLIS, MD

Position in COF

as of Jun 30, 2026 · filed Jul 27, 2026 Compact

Position Value

$1,305,634

+$115,096 QoQ

Shares Held

6,508

-0.3% QoQ

Ownership

0.001%

of shares outstanding

% of Portfolio

0.39%

of 13F equity value

Holder Rank

#901

of 2,096 holders

Holding Since

Mar 2020

24 quarters on record

Voting authority Sole 60% Shared 0% None 40%

Financial Services · as of Jun 30, 2026

Westbourne Investment Advisors, Inc. holds $9,395,196 across 5 Credit Services names. COF ranks #2 (13.9% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	SOFI	SoFi Technologies, Inc.	332,102	$5,954,588
2	COF	Capital One Financial Corp This page	6,508	$1,305,634
3	V	Visa Inc.	3,260	$1,118,473
4	AXP	American Express Co	2,413	$816,197
5	MA	Mastercard Inc	390	$200,304

24 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$1,305,634	6,508	-0.3%	Shares	Sole	2026-07-27
2026-03-31	$1,190,538	6,526	0.0%	Shares	Sole	2026-04-28
2025-12-31	$1,581,641	6,526	-1.1%	Shares	Sole	2026-01-23
2025-09-30	$1,403,240	6,601	-0.3%	Shares	Sole	2025-10-20
2025-06-30	$1,408,471	6,620	+5.1%	Shares	Sole	2025-08-08
2025-03-31	$1,129,590	6,300	-2.4%	Shares	Sole	2025-04-30
2024-12-31	$1,151,055	6,455	-2.0%	Shares	Sole	2025-01-28
2024-09-30	$985,972	6,585	0.0%	Shares	Sole	2024-10-29
2024-06-30	$911,693	6,585	-1.2%	Shares	Sole	2024-08-07
2024-03-31	$992,351	6,665	-8.3%	Shares	Sole	2024-04-22
2023-12-31	$953,242	7,270	-2.0%	Shares	Sole	2024-01-18
2023-09-30	$720,111	7,420	-15.9%	Shares	Sole	2023-11-06
2023-06-30	$965,190	8,825	-9.3%	Shares	Sole	2023-08-09
2023-03-31	$935,156	9,725	-8.6%	Shares	Sole	2023-04-24
2022-12-31	$989,559	10,645	-14.5%	Shares	Sole	2023-02-09
2022-09-30	$1,147,055	12,445	-5.7%	Shares	Sole	2022-11-02
2022-06-30	$1,374,787	13,195	-6.1%	Shares	Sole	2022-08-04
2022-03-31	$1,843,968	14,045	+0.3%	Shares	Sole	2022-06-15
2021-12-31	$2,031,260	14,000	-0.1%	Shares	Sole	2022-01-24
2021-09-30	$2,269,199	14,010	-4.4%	Shares	Sole	2021-10-25
2021-06-30	$2,267,755	14,660	-4.2%	Shares	Sole	2021-08-02
2021-03-31	$1,946,619	15,300	-14.5%	Shares	Sole	2021-04-27
2020-12-31	$1,769,415	17,900	-14.6%	Shares	Sole	2021-01-22
2020-03-31	$1,057,055	20,965	—	Shares	Sole	2020-04-21
No filing history on record for this holder in this stock.