Moss Adams Wealth Advisors LLC

Position in COF — Capital One Financial Corp

CIK 1661245 SEATTLE, WA

Position in COF

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

Position Value

$390,606

+$29,578 QoQ

Shares Held

1,947

-1.6% QoQ

Ownership

0.000%

of shares outstanding

% of Portfolio

0.13%

of 13F equity value

Holder Rank

#1,377

of 2,096 holders

Holding Since

Mar 2025

6 quarters on record

Voting authority Sole 8% Shared 0% None 92%

Financial Services · as of Jun 30, 2026

Moss Adams Wealth Advisors LLC holds $7,260,534 across 4 Credit Services names. COF ranks #4 (5.4% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	MA	Mastercard Inc	5,649	$2,901,325
2	V	Visa Inc.	6,133	$2,104,170
3	AXP	American Express Co	5,512	$1,864,433
4	COF	Capital One Financial Corp This page	1,947	$390,606

6 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$390,606	1,947	-1.6%	Shares	Other	2026-07-27
2026-03-31	$361,028	1,979	+8.1%	Shares	Other	2026-04-23
2025-12-31	$443,518	1,830	+0.5%	Shares	Other	2026-01-26
2025-09-30	$386,895	1,820	-5.2%	Shares	Other	2025-10-21
2025-06-30	$408,498	1,920	+68.9%	Shares	Other	2025-07-17
2025-03-31	$203,863	1,137	—	Shares	Other	2025-04-14
No filing history on record for this holder in this stock.