Position in COF
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$6,506,909
-$1,655,775 QoQ
Shares Held
32,434
-3.7% QoQ
Ownership
0.005%
of shares outstanding
% of Portfolio
0.57%
of 13F equity value
Holder Rank
#500
of 2,095 holders
Holding Since
Mar 2020
8 quarters on record
Voting authority
Sole 64%
Shared 0%
None 36%
Common Shares in COF Over Time
Shares Held
Position Value (USD)
Position in Credit Services
Financial Services · as of Jun 30, 2026IFG Advisory, LLC holds $15,032,645 across 11 Credit Services names. COF ranks #1 (43.3% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | COF |
Capital One Financial Corp
This page
|
32,434 | $6,506,909 | |
| 2 | MA |
Mastercard Inc
|
6,885 | $3,536,136 | |
| 3 | AXP |
American Express Co
|
8,749 | $2,959,349 | |
| 4 | V |
Visa Inc.
|
4,940 | $1,694,864 | |
| 5 | PYPL |
PayPal Holdings, Inc.
|
3,110 | $134,289 | |
| 6 | OMF |
OneMain Holdings, Inc.
|
2,000 | $121,940 | |
| 7 | SOFI |
SoFi Technologies, Inc.
|
2,261 | $40,539 | |
| 8 | SYF |
Synchrony Financial
|
169 | $12,852 |
All Filings in COF
Export CSV
8 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $6,506,909 | 32,434 | Shares | Sole | 2026-08-14 | |
| 2025-12-31 | $8,162,684 | 33,680 | Shares | Sole | 2026-02-10 | |
| 2025-09-30 | $7,598,884 | 35,746 | Shares | Sole | 2025-11-12 | |
| 2025-06-30 | $7,662,551 | 36,015 | Shares | Sole | 2025-08-04 | |
| 2020-12-31 | $1,400,407 | 14,167 | Shares | Sole | 2021-02-08 | |
| 2020-09-30 | $969,750 | 13,495 | Shares | Sole | 2020-11-02 | |
| 2020-06-30 | $768,229 | 12,274 | Shares | Sole | 2020-08-10 | |
| 2020-03-31 | $556,586 | 11,039 | Shares | Sole | 2020-05-11 | |
| No filing history on record for this holder in this stock. | ||||||