Patriot Financial Group Insurance Agency, LLC

Insurance

Position in COF — Capital One Financial Corp

CIK 1694883 Westborough, MA

Position in COF

as of Jun 30, 2026 · filed Jul 16, 2026 Compact

Position Value

$335,035

-$300,915 QoQ

Shares Held

1,670

-52.1% QoQ

Ownership

0.000%

of shares outstanding

% of Portfolio

0.07%

of 13F equity value

Holder Rank

#1,458

of 2,095 holders

Holding Since

Mar 2020

26 quarters on record

Voting authority Sole 100% Shared 0% None 0%

Financial Services · as of Jun 30, 2026

Patriot Financial Group Insurance Agency, LLC holds $10,229,826 across 5 Credit Services names. COF ranks #5 (3.3% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	V	Visa Inc.	18,553	$6,365,348
2	MA	Mastercard Inc	4,328	$2,222,860
3	SOFI	SoFi Technologies, Inc.	38,405	$688,601
4	AXP	American Express Co	1,827	$617,982
5	COF	Capital One Financial Corp This page	1,670	$335,035

26 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$335,035	1,670	-52.1%	Shares	Sole	2026-07-16
2026-03-31	$635,950	3,486	+92.1%	Shares	Sole	2026-04-22
2025-12-31	$439,883	1,815	-41.8%	Shares	Sole	2026-01-26
2025-09-30	$662,611	3,117	-12.3%	Shares	Sole	2025-10-08
2025-06-30	$756,574	3,556	+71.0%	Shares	Sole	2025-07-21
2025-03-31	$372,944	2,080	+0.8%	Shares	Sole	2025-04-14
2024-12-31	$367,874	2,063	-34.6%	Shares	Sole	2025-01-22
2024-09-30	$472,547	3,156	+1.9%	Shares	Sole	2024-10-24
2024-06-30	$428,641	3,096	+6.1%	Shares	Sole	2024-07-26
2024-03-31	$434,461	2,918	+13.1%	Shares	Sole	2024-04-30
2023-12-31	$338,158	2,579	-53.4%	Shares	Sole	2024-01-19
2023-09-30	$537,268	5,536	+28.6%	Shares	Sole	2023-10-19
2023-06-30	$470,947	4,306	+1.0%	Shares	Sole	2023-07-17
2023-03-31	$410,026	4,264	-3.2%	Shares	Sole	2023-04-20
2022-12-31	$409,581	4,406	+4.5%	Shares	Sole	2023-01-17
2022-09-30	$388,773	4,218	+4.5%	Shares	Sole	2022-11-01
2022-06-30	$420,719	4,038	+5.3%	Shares	Sole	2022-07-29
2022-03-31	$503,628	3,836	+5.8%	Shares	Sole	2022-05-11
2021-12-31	$525,806	3,624	-8.2%	Shares	Sole	2022-01-10
2021-09-30	$639,133	3,946	+1.2%	Shares	Sole	2021-11-24
2021-06-30	$603,136	3,899	+5.0%	Shares	Sole	2021-07-30
2021-03-31	$472,277	3,712	+7.3%	Shares	Sole	2021-04-29
2020-12-31	$342,119	3,461	+5.1%	Shares	Sole	2021-01-15
2020-09-30	$236,706	3,294	-7.3%	Shares	Sole	2020-10-21
2020-06-30	$222,507	3,555	+2.4%	Shares	Sole	2020-07-10
2020-03-31	$175,058	3,472	—	Shares	Sole	2020-04-15
No filing history on record for this holder in this stock.