Summit Global Investments

Position in COF — Capital One Financial Corp

CIK 1697953 BOUNTIFUL, UT

Position in COF

as of Jun 30, 2026 · filed Aug 3, 2026 Compact

Position Value

$363,122

-$68,689 QoQ

Shares Held

1,810

-23.5% QoQ

Ownership

0.000%

of shares outstanding

% of Portfolio

0.05%

of 13F equity value

Holder Rank

#1,417

of 2,096 holders

Holding Since

Dec 2025

3 quarters on record

Financial Services · as of Jun 30, 2026

Summit Global Investments holds $8,734,817 across 5 Credit Services names. COF ranks #5 (4.2% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	MA	Mastercard Inc	9,852	$5,059,987
2	V	Visa Inc.	5,042	$1,729,859
3	ENVA	Enova International, Inc.	4,077	$981,456
4	AXP	American Express Co	1,775	$600,393
5	COF	Capital One Financial Corp This page	1,810	$363,122

3 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$363,122	1,810	-23.5%	Shares	Sole	2026-08-03
2026-03-31	$431,811	2,367	-11.3%	Shares	Sole	2026-05-07
2025-12-31	$647,101	2,670	—	Shares	Sole	2026-02-18
No filing history on record for this holder in this stock.