XML Financial, LLC

Position in COF — Capital One Financial Corp

CIK 1800465 BETHESDA, MD

Position in COF

as of Jun 30, 2026 · filed Jul 24, 2026 Compact

Position Value

$895,367

+$371,429 QoQ

Shares Held

4,463

+55.4% QoQ

Ownership

0.001%

of shares outstanding

% of Portfolio

0.16%

of 13F equity value

Holder Rank

#1,044

of 2,096 holders

Holding Since

Dec 2020

23 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Financial Services · as of Jun 30, 2026

XML Financial, LLC holds $5,481,241 across 6 Credit Services names. COF ranks #2 (16.3% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	V	Visa Inc.	6,690	$2,295,272
2	COF	Capital One Financial Corp This page	4,463	$895,367
3	MA	Mastercard Inc	1,629	$836,654
4	SEZL	Sezzle Inc.	3,443	$590,922
5	AXP	American Express Co	1,733	$586,187
6	ENVA	Enova International, Inc.	1,150	$276,839

23 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$895,367	4,463	+55.4%	Shares	Sole	2026-07-24
2026-03-31	$523,938	2,872	-22.1%	Shares	Sole	2026-04-16
2025-12-31	$893,581	3,687	+47.4%	Shares	Sole	2026-02-11
2025-09-30	$531,875	2,502	-6.4%	Shares	Sole	2025-10-20
2025-06-30	$568,494	2,672	+31.2%	Shares	Sole	2025-07-17
2025-03-31	$365,234	2,037	-25.6%	Shares	Sole	2025-04-22
2024-12-31	$488,240	2,738	+0.1%	Shares	Sole	2025-01-17
2024-09-30	$409,661	2,736	-0.9%	Shares	Sole	2024-11-01
2024-06-30	$382,122	2,760	-12.9%	Shares	Sole	2024-07-22
2024-03-31	$471,981	3,170	+0.1%	Shares	Sole	2024-05-15
2023-12-31	$415,257	3,167	-1.0%	Shares	Sole	2024-02-14
2023-09-30	$310,462	3,199	-7.1%	Shares	Sole	2023-11-06
2023-06-30	$376,779	3,445	-29.0%	Shares	Sole	2023-08-07
2023-03-31	$466,760	4,854	+1.3%	Shares	Sole	2023-05-15
2022-12-31	$445,278	4,790	-5.0%	Shares	Sole	2023-02-10
2022-09-30	$464,536	5,040	+150.1%	Shares	Sole	2022-11-04
2022-06-30	$209,942	2,015	-79.4%	Shares	Sole	2022-08-01
2022-03-31	$1,285,460	9,791	+1.6%	Shares	Sole	2022-05-02
2021-12-31	$1,397,797	9,634	+0.0%	Shares	Sole	2022-02-01
2021-09-30	$1,560,095	9,632	+395.5%	Shares	Sole	2021-11-01
2021-06-30	$300,717	1,944	+0.1%	Shares	Sole	2021-08-10
2021-03-31	$247,080	1,942	-12.8%	Shares	Sole	2021-05-14
2020-12-31	$220,237	2,228	—	Shares	Sole	2021-02-08
No filing history on record for this holder in this stock.