WEALTH ALLIANCE, LLC

Position in COF — Capital One Financial Corp

CIK 1793904 MELLVILLE, NY

Position in COF

as of Jun 30, 2026 · filed Aug 11, 2026 Compact

Position Value

$651,212

+$39,707 QoQ

Shares Held

3,246

-3.2% QoQ

Ownership

0.001%

of shares outstanding

% of Portfolio

0.11%

of 13F equity value

Holder Rank

#1,165

of 2,096 holders

Holding Since

Sep 2021

12 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Financial Services · as of Jun 30, 2026

WEALTH ALLIANCE, LLC holds $8,485,740 across 5 Credit Services names. COF ranks #4 (7.7% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	V	Visa Inc.	11,153	$3,826,482
2	MA	Mastercard Inc	4,244	$2,179,718
3	AXP	American Express Co	4,809	$1,626,644
4	COF	Capital One Financial Corp This page	3,246	$651,212
5	SYF	Synchrony Financial	2,652	$201,684

12 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$651,212	3,246	-3.2%	Shares	Defined	2026-08-11
2026-03-31	$611,505	3,352	-2.7%	Shares	Defined	2026-05-14
2025-12-31	$834,687	3,444	+5.5%	Shares	Defined	2026-02-13
2025-09-30	$694,073	3,265	+40.9%	Shares	Defined	2025-11-07
2025-06-30	$493,177	2,318	+38.4%	Shares	Defined	2025-08-08
2025-03-31	$300,327	1,675	+11.5%	Shares	Defined	2025-05-05
2024-12-31	$267,836	1,502	+2.2%	Shares	Defined	2025-02-03
2024-09-30	$220,103	1,470	-4.7%	Shares	Defined	2024-11-04
2024-03-31	$229,737	1,543	-14.4%	Shares	Defined	2024-05-10
2022-03-31	$236,715	1,803	-3.5%	Shares	Defined	2022-05-10
2021-12-31	$271,172	1,869	+12.7%	Shares	Defined	2022-02-14
2021-09-30	$268,545	1,658	—	Shares	Defined	2021-11-12
No filing history on record for this holder in this stock.