Legacy Financial Advisors, Inc.

Position in COF — Capital One Financial Corp

CIK 1730810 COVINGTON, KY

Position in COF

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

Position Value

$1,870,380

+$426,629 QoQ

Shares Held

9,323

+17.8% QoQ

Ownership

0.001%

of shares outstanding

% of Portfolio

0.40%

of 13F equity value

Holder Rank

#787

of 2,095 holders

Holding Since

Jun 2021

15 quarters on record

Voting authority Sole 100% Shared 0% None 0%

Financial Services · as of Jun 30, 2026

Legacy Financial Advisors, Inc. holds $11,374,347 across 6 Credit Services names. COF ranks #3 (16.4% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	V	Visa Inc.	13,732	$4,711,311
2	MA	Mastercard Inc	3,920	$2,013,312
3	COF	Capital One Financial Corp This page	9,323	$1,870,380
4	ALLY	Ally Financial Inc.	25,339	$1,164,327
5	AXP	American Express Co	2,855	$965,703
6	SYF	Synchrony Financial	8,538	$649,314

15 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$1,870,380	9,323	+17.8%	Shares	Sole	2026-08-05
2026-03-31	$1,443,751	7,914	-18.0%	Shares	Sole	2026-04-30
2025-12-31	$2,339,985	9,655	+10.9%	Shares	Sole	2026-02-04
2025-09-30	$1,850,508	8,705	+11.5%	Shares	Sole	2025-11-10
2025-06-30	$1,661,017	7,807	+145.3%	Shares	Sole	2025-08-07
2025-03-31	$570,532	3,182	+21.9%	Shares	Sole	2025-05-14
2024-12-31	$465,593	2,611	+17.4%	Shares	Sole	2025-02-13
2024-09-30	$332,999	2,224	+13.2%	Shares	Sole	2024-11-14
2024-06-30	$272,054	1,965	-1.5%	Shares	Sole	2024-08-13
2024-03-31	$296,886	1,994	+6.7%	Shares	Sole	2024-05-14
2023-12-31	$244,932	1,868	-4.5%	Shares	Sole	2024-02-13
2023-06-30	$214,037	1,957	+27.3%	Shares	Sole	2023-08-08
2022-03-31	$201,792	1,537	-1.5%	Shares	Sole	2022-05-04
2021-09-30	$252,673	1,560	+10.0%	Shares	Sole	2021-10-26
2021-06-30	$219,350	1,418	—	Shares	Sole	2021-07-21
No filing history on record for this holder in this stock.