Strategic Investment Advisors / MI

Position in COF — Capital One Financial Corp

CIK 1760540 FARMINGTON HILLS, MI

Position in COF

as of Jun 30, 2026 · filed Aug 14, 2026 Compact

Position Value

$200,218

-$36,393 QoQ

Shares Held

998

-23.1% QoQ

Ownership

0.000%

of shares outstanding

% of Portfolio

0.04%

of 13F equity value

Holder Rank

#1,763

of 2,096 holders

Holding Since

Dec 2021

7 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Financial Services · as of Jun 30, 2026

Strategic Investment Advisors / MI holds $10,196,665 across 5 Credit Services names. COF ranks #5 (2.0% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	SYF	Synchrony Financial	71,350	$5,426,167
2	V	Visa Inc.	5,684	$1,950,123
3	AXP	American Express Co	4,758	$1,609,393
4	MA	Mastercard Inc	1,968	$1,010,764
5	COF	Capital One Financial Corp This page	998	$200,218

7 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$200,218	998	-23.1%	Shares	Sole	2026-08-14
2026-03-31	$236,611	1,297	+47.7%	Shares	Sole	2026-05-18
2025-12-31	$212,792	878	-90.8%	Shares	Sole	2026-02-17
2022-09-30	$876,628	9,511	-10.3%	Shares	Sole	2022-10-27
2022-06-30	$1,104,309	10,599	+4.4%	Shares	Sole	2022-08-15
2022-03-31	$1,333,512	10,157	-40.3%	Shares	Sole	2022-04-28
2021-12-31	$2,467,255	17,005	—	Shares	Sole	2022-01-26
No filing history on record for this holder in this stock.