Meridian Wealth Management, LLC

Position in COF — Capital One Financial Corp

CIK 1697300 LEXINGTON, KY

Position in COF

as of Jun 30, 2026 · filed Aug 5, 2026 Compact

Position Value

$524,019

+$144,930 QoQ

Shares Held

2,612

+25.7% QoQ

Ownership

0.000%

of shares outstanding

% of Portfolio

0.02%

of 13F equity value

Holder Rank

#1,236

of 2,096 holders

Holding Since

Jun 2021

10 quarters on record

Voting authority Sole 53% Shared 0% None 47%

Financial Services · as of Jun 30, 2026

Meridian Wealth Management, LLC holds $18,353,899 across 7 Credit Services names. COF ranks #4 (2.9% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	V	Visa Inc.	28,615	$9,817,520
2	MA	Mastercard Inc	10,310	$5,295,216
3	AXP	American Express Co	5,249	$1,775,474
4	COF	Capital One Financial Corp This page	2,612	$524,019
5	PYPL	PayPal Holdings, Inc.	8,687	$375,104
6	ENVA	Enova International, Inc.	1,525	$367,113
7	SOFI	SoFi Technologies, Inc.	11,124	$199,453

10 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$524,019	2,612	+25.7%	Shares	Sole	2026-08-05
2026-03-31	$379,089	2,078	+2.4%	Shares	Sole	2026-05-06
2025-12-31	$491,990	2,030	-78.4%	Shares	Sole	2026-02-04
2025-09-30	$1,999,102	9,404	+334.8%	Shares	Sole	2025-11-04
2025-06-30	$460,199	2,163	-86.3%	Shares	Sole	2025-08-08
2022-06-30	$1,645,576	15,794	+242.0%	Shares	Sole	2022-08-05
2022-03-31	$606,297	4,618	+0.3%	Shares	Sole	2022-05-12
2021-12-31	$668,284	4,606	+7.0%	Shares	Sole	2022-01-27
2021-09-30	$697,442	4,306	+1.8%	Shares	Sole	2021-10-15
2021-06-30	$654,338	4,230	—	Shares	Sole	2021-07-22
No filing history on record for this holder in this stock.