Winthrop Advisory Group LLC

Position in COF — Capital One Financial Corp

CIK 1739043 BOSTON, MA

Position in COF

as of Jun 30, 2026 · filed Jul 17, 2026 Compact

Position Value

$363,923

+$83,164 QoQ

Shares Held

1,814

+17.9% QoQ

Ownership

0.000%

of shares outstanding

% of Portfolio

0.12%

of 13F equity value

Holder Rank

#1,416

of 2,096 holders

Holding Since

Jun 2021

8 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Financial Services · as of Jun 30, 2026

Winthrop Advisory Group LLC holds $5,865,424 across 4 Credit Services names. COF ranks #4 (6.2% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	V	Visa Inc.	10,289	$3,530,052
2	MA	Mastercard Inc	3,118	$1,601,404
3	AXP	American Express Co	1,094	$370,045
4	COF	Capital One Financial Corp This page	1,814	$363,923

8 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$363,923	1,814	+17.9%	Shares	Sole	2026-07-17
2026-03-31	$280,759	1,539	-0.1%	Shares	Sole	2026-04-13
2025-12-31	$373,233	1,540	-3.8%	Shares	Sole	2026-01-21
2025-09-30	$340,128	1,600	+8.5%	Shares	Sole	2025-10-24
2025-06-30	$313,821	1,475	-6.2%	Shares	Sole	2025-07-23
2022-03-31	$206,519	1,573	+21.7%	Shares	Sole	2022-04-13
2021-09-30	$209,427	1,293	0.0%	Shares	Sole	2021-10-14
2021-06-30	$200,014	1,293	—	Shares	Sole	2021-07-14
No filing history on record for this holder in this stock.