OneDigital Investment Advisors LLC

Position in COF — Capital One Financial Corp

CIK 1690370 OVERLAND PARK, KS

Position in COF

as of Jun 30, 2026 · filed Aug 7, 2026 Compact

Position Value

$1,340,944

+$533,692 QoQ

Shares Held

6,684

+51.1% QoQ

Ownership

0.001%

of shares outstanding

% of Portfolio

0.05%

of 13F equity value

Holder Rank

#894

of 2,096 holders

Holding Since

Jun 2021

13 quarters on record

Voting authority Sole 4% Shared 0% None 96%

Financial Services · as of Jun 30, 2026

OneDigital Investment Advisors LLC holds $34,985,316 across 9 Credit Services names. COF ranks #5 (3.8% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	V	Visa Inc.	39,850	$13,672,136
2	MA	Mastercard Inc	14,361	$7,375,809
3	AXP	American Express Co	19,365	$6,550,211
4	ALLY	Ally Financial Inc.	100,631	$4,623,994
5	COF	Capital One Financial Corp This page	6,684	$1,340,944
6	SYF	Synchrony Financial	6,168	$469,076
7	SOFI	SoFi Technologies, Inc.	26,015	$466,448
8	PYPL	PayPal Holdings, Inc.	5,785	$249,796

13 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$1,340,944	6,684	+51.1%	Shares	Sole	2026-08-07
2026-03-31	$807,252	4,425	-27.4%	Shares	Sole	2026-05-08
2025-12-31	$1,476,941	6,094	-5.8%	Shares	Sole	2026-02-13
2025-09-30	$1,374,542	6,466	-10.7%	Shares	Sole	2025-11-10
2025-06-30	$1,541,020	7,243	+69.0%	Shares	Sole	2025-08-07
2025-03-31	$768,659	4,287	+39.5%	Shares	Sole	2025-04-29
2024-12-31	$548,155	3,074	+0.2%	Shares	Sole	2025-02-13
2024-09-30	$459,371	3,068	+7.6%	Shares	Sole	2024-11-06
2024-06-30	$394,720	2,851	+17.5%	Shares	Sole	2024-08-02
2024-03-31	$361,207	2,426	-33.8%	Shares	Sole	2024-05-10
2023-12-31	$480,817	3,667	+13.7%	Shares	Sole	2024-02-13
2023-03-31	$310,019	3,224	+98.6%	Shares	Sole	2023-05-10
2021-06-30	$251,061	1,623	—	Shares	Sole	2021-08-09
No filing history on record for this holder in this stock.