GREAT VALLEY ADVISOR GROUP, INC.

Position in COF — Capital One Financial Corp

CIK 1769897 WILMINGTON, DE

Position in COF

as of Jun 30, 2026 · filed Aug 10, 2026 Compact

Position Value

$1,346,762

+$147,468 QoQ

Shares Held

6,713

+2.1% QoQ

Ownership

0.001%

of shares outstanding

% of Portfolio

0.06%

of 13F equity value

Holder Rank

#889

of 2,092 holders

Holding Since

Mar 2023

14 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Financial Services · as of Jun 30, 2026

GREAT VALLEY ADVISOR GROUP, INC. holds $27,685,366 across 11 Credit Services names. COF ranks #4 (4.9% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	V	Visa Inc.	53,885	$18,487,404
2	MA	Mastercard Inc	6,951	$3,570,033
3	AXP	American Express Co	4,978	$1,683,808
4	COF	Capital One Financial Corp This page	6,713	$1,346,762
5	ENVA	Enova International, Inc.	4,303	$1,035,861
6	SOFI	SoFi Technologies, Inc.	25,276	$453,198
7	SYF	Synchrony Financial	3,695	$281,004
8	SEZL	Sezzle Inc.	1,469	$252,124

14 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$1,346,762	6,713	+2.1%	Shares	Sole	2026-08-10
2026-03-31	$1,199,294	6,574	+2.8%	Shares	Sole	2026-05-11
2025-12-31	$1,549,892	6,395	+19.5%	Shares	Sole	2026-02-12
2025-09-30	$1,137,940	5,353	+10.9%	Shares	Sole	2025-11-14
2025-06-30	$1,026,779	4,826	+23.9%	Shares	Sole	2025-08-14
2025-03-31	$698,373	3,895	+33.3%	Shares	Sole	2025-05-08
2024-12-31	$521,051	2,922	-6.2%	Shares	Sole	2025-02-24
2024-09-30	$466,558	3,116	+14.0%	Shares	Sole	2024-11-12
2024-06-30	$378,522	2,734	+18.9%	Shares	Sole	2024-07-16
2024-03-31	$342,447	2,300	+1.1%	Shares	Sole	2024-05-06
2023-12-31	$298,166	2,274	-5.6%	Shares	Sole	2024-02-06
2023-09-30	$233,890	2,410	+6.9%	Shares	Sole	2023-11-07
2023-06-30	$246,629	2,255	+5.7%	Shares	Sole	2023-08-10
2023-03-31	$205,109	2,133	—	Shares	Sole	2023-05-03
No filing history on record for this holder in this stock.