Klingman & Associates, LLC

Position in COF — Capital One Financial Corp

CIK 1662449 New York, NY

Position in COF

as of Jun 30, 2026 · filed Jul 29, 2026 Compact

Position Value

$414,681

+$58,578 QoQ

Shares Held

2,067

+5.9% QoQ

Ownership

0.000%

of shares outstanding

% of Portfolio

0.08%

of 13F equity value

Holder Rank

#1,340

of 2,095 holders

Holding Since

Jun 2025

5 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Financial Services · as of Jun 30, 2026

Klingman & Associates, LLC holds $8,593,730 across 5 Credit Services names. COF ranks #4 (4.8% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	MA	Mastercard Inc	7,493	$3,848,404
2	V	Visa Inc.	8,812	$3,023,309
3	AXP	American Express Co	2,760	$933,570
4	COF	Capital One Financial Corp This page	2,067	$414,681
5	CACC	Credit Acceptance Corp	587	$373,766

5 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$414,681	2,067	+5.9%	Shares	Sole	2026-07-29
2026-03-31	$356,103	1,952	+1.5%	Shares	Sole	2026-05-14
2025-12-31	$466,058	1,923	+23.7%	Shares	Sole	2026-01-29
2025-09-30	$330,561	1,555	+6.6%	Shares	Sole	2025-10-27
2025-06-30	$310,416	1,459	—	Shares	Sole	2025-07-30
No filing history on record for this holder in this stock.