Realta Investment Advisors

Position in COF — Capital One Financial Corp

CIK 1776792 WILMINGTON, DE

Position in COF

as of Jun 30, 2026 · filed Jul 20, 2026 Compact

Position Value

$215,666

-$1,186,970 QoQ

Shares Held

1,075

-89.4% QoQ

Ownership

0.000%

of shares outstanding

% of Portfolio

0.11%

of 13F equity value

Holder Rank

#1,709

of 2,096 holders

Holding Since

Mar 2020

19 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Financial Services · as of Jun 30, 2026

Realta Investment Advisors holds $2,957,050 across 4 Credit Services names. COF ranks #4 (7.3% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	AXP	American Express Co	4,594	$1,553,920
2	V	Visa Inc.	2,265	$777,098
3	MA	Mastercard Inc	799	$410,366
4	COF	Capital One Financial Corp This page	1,075	$215,666

19 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$215,666	1,075	-89.4%	Shares	Sole	2026-07-20
2024-06-30	$1,402,636	10,131	+1.1%	Shares	Sole	2024-07-15
2024-03-31	$1,492,324	10,023	+1.3%	Shares	Sole	2024-04-19
2023-12-31	$1,296,907	9,891	+2.3%	Shares	Sole	2024-01-19
2023-09-30	$938,085	9,666	0.0%	Shares	Sole	2023-10-20
2023-06-30	$1,057,170	9,666	+3.9%	Shares	Sole	2023-08-09
2023-03-31	$894,672	9,304	+1.0%	Shares	Sole	2023-05-05
2022-12-31	$856,719	9,216	+3.8%	Shares	Sole	2023-02-10
2022-09-30	$818,100	8,876	+6.2%	Shares	Sole	2022-10-27
2022-06-30	$870,715	8,357	+3.6%	Shares	Sole	2022-08-09
2022-03-31	$1,058,985	8,066	-8.8%	Shares	Sole	2022-04-13
2021-12-31	$1,283,321	8,845	-0.7%	Shares	Sole	2022-01-18
2021-09-30	$1,442,018	8,903	+0.2%	Shares	Sole	2021-10-18
2021-06-30	$1,373,801	8,881	-2.2%	Shares	Sole	2021-07-15
2021-03-31	$1,154,866	9,077	+1.9%	Shares	Sole	2021-04-12
2020-12-31	$880,259	8,905	+7.1%	Shares	Sole	2021-01-13
2020-09-30	$597,444	8,314	+8.6%	Shares	Sole	2020-10-23
2020-06-30	$479,063	7,654	+4.2%	Shares	Sole	2020-07-16
2020-03-31	$370,234	7,343	—	Shares	Sole	2020-04-23
No filing history on record for this holder in this stock.