Cooper Financial Group

Position in COF — Capital One Financial Corp

CIK 1751581 IRVINE, CA

Position in COF

as of Jun 30, 2026 · filed Jul 8, 2026 Compact

Position Value

$852,033

-$146,771 QoQ

Shares Held

4,247

-22.4% QoQ

Ownership

0.001%

of shares outstanding

% of Portfolio

0.16%

of 13F equity value

Holder Rank

#1,057

of 2,092 holders

Holding Since

Jun 2024

9 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Financial Services · as of Jun 30, 2026

Cooper Financial Group holds $8,780,763 across 5 Credit Services names. COF ranks #4 (9.7% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	V	Visa Inc.	12,767	$4,380,230
2	MA	Mastercard Inc	4,582	$2,353,315
3	AXP	American Express Co	2,922	$988,366
4	COF	Capital One Financial Corp This page	4,247	$852,033
5	SLM	SLM Corp	7,973	$206,819

9 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$852,033	4,247	-22.4%	Shares	Sole	2026-07-08
2026-03-31	$998,804	5,475	-6.2%	Shares	Sole	2026-04-07
2025-12-31	$1,414,170	5,835	-6.0%	Shares	Sole	2026-01-08
2025-09-30	$1,319,696	6,208	+1.3%	Shares	Sole	2025-10-07
2025-06-30	$1,304,431	6,131	-9.9%	Shares	Sole	2025-07-18
2025-03-31	$1,219,957	6,804	+8.1%	Shares	Sole	2025-05-12
2024-12-31	$1,122,881	6,297	+12.1%	Shares	Sole	2025-01-13
2024-09-30	$840,883	5,616	+132.4%	Shares	Sole	2024-11-14
2024-06-30	$334,633	2,417	—	Shares	Sole	2024-07-15
No filing history on record for this holder in this stock.