LEVEL FOUR ADVISORY SERVICES, LLC
Position in COF — Capital One Financial Corp
CIK 1696715
DALLAS, TX
Position in COF
as of Jun 30, 2026
· filed Aug 10, 2026
Position Value
$1,469,340
+$451,016 QoQ
Shares Held
7,324
+31.2% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.07%
of 13F equity value
Holder Rank
#860
of 2,092 holders
Holding Since
Mar 2020
9 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in COF Over Time
Shares Held
Position Value (USD)
Position in Credit Services
Financial Services · as of Jun 30, 2026LEVEL FOUR ADVISORY SERVICES, LLC holds $36,184,586 across 7 Credit Services names. COF ranks #5 (4.1% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | V |
Visa Inc.
|
41,307 | $14,172,018 | |
| 2 | MA |
Mastercard Inc
|
16,751 | $8,603,313 | |
| 3 | PYPL |
PayPal Holdings, Inc.
|
166,438 | $7,186,792 | |
| 4 | AXP |
American Express Co
|
10,731 | $3,629,760 | |
| 5 | COF |
Capital One Financial Corp
This page
|
7,324 | $1,469,340 | |
| 6 | SOFI |
SoFi Technologies, Inc.
|
45,937 | $823,650 | |
| 7 | SYF |
Synchrony Financial
|
3,941 | $299,713 |
All Filings in COF
Export CSV
9 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,469,340 | 7,324 | Shares | Sole | 2026-08-10 | |
| 2026-03-31 | $1,018,324 | 5,582 | Shares | Sole | 2026-05-14 | |
| 2025-12-31 | $1,091,589 | 4,504 | Shares | Sole | 2026-02-13 | |
| 2025-09-30 | $695,561 | 3,272 | Shares | Sole | 2025-11-12 | |
| 2025-06-30 | $425,094 | 1,998 | Shares | Sole | 2025-08-13 | |
| 2025-03-31 | $253,350 | 1,413 | Shares | Sole | 2025-05-14 | |
| 2024-12-31 | $231,102 | 1,296 | Shares | Sole | 2025-02-12 | |
| 2021-12-31 | $200,369 | 1,381 | Shares | Sole | 2022-02-11 | |
| 2020-03-31 | $531,477 | 10,541 | Shares | Sole | 2020-05-13 | |
| No filing history on record for this holder in this stock. | ||||||