Beacon Financial Advisory LLC
Position in COF — Capital One Financial Corp
CIK 1800502
Cleveland, OH
Position in COF
as of Jun 30, 2026
· filed Aug 5, 2026
Position Value
$261,407
+$30,086 QoQ
Shares Held
1,303
+2.8% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.13%
of 13F equity value
Holder Rank
#1,589
of 2,101 holders
Holding Since
Jun 2025
5 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in COF Over Time
Shares Held
Position Value (USD)
Position in Credit Services
Financial Services · as of Jun 30, 2026Beacon Financial Advisory LLC holds $3,861,955 across 4 Credit Services names. COF ranks #2 (6.8% of the industry book) .
All Filings in COF
Export CSV
5 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $261,407 | 1,303 | Shares | Sole | 2026-08-05 | |
| 2026-03-31 | $231,321 | 1,268 | Shares | Sole | 2026-04-27 | |
| 2025-12-31 | $297,860 | 1,229 | Shares | Sole | 2026-02-17 | |
| 2025-09-30 | $305,477 | 1,437 | Shares | Sole | 2025-10-29 | |
| 2025-06-30 | $298,076 | 1,401 | Shares | Sole | 2025-07-22 | |
| No filing history on record for this holder in this stock. | ||||||