Perennial Investment Advisors, LLC
Position in COF — Capital One Financial Corp
CIK 1801523
Los Angeles, CA
Position in COF
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$342,859
+$13,208 QoQ
Shares Held
1,709
-5.4% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.06%
of 13F equity value
Holder Rank
#1,446
of 2,095 holders
Holding Since
Jun 2025
5 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in COF Over Time
Shares Held
Position Value (USD)
Position in Credit Services
Financial Services · as of Jun 30, 2026Perennial Investment Advisors, LLC holds $7,699,247 across 6 Credit Services names. COF ranks #5 (4.5% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | V |
Visa Inc.
|
8,558 | $2,936,164 | |
| 2 | SOFI |
SoFi Technologies, Inc.
|
107,228 | $1,922,598 | |
| 3 | MA |
Mastercard Inc
|
2,634 | $1,352,822 | |
| 4 | AXP |
American Express Co
|
2,484 | $840,213 | |
| 5 | COF |
Capital One Financial Corp
This page
|
1,709 | $342,859 | |
| 6 | PYPL |
PayPal Holdings, Inc.
|
7,054 | $304,591 |
All Filings in COF
Export CSV
5 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $342,859 | 1,709 | Shares | Sole | 2026-08-14 | |
| 2026-03-31 | $329,651 | 1,807 | Shares | Sole | 2026-05-15 | |
| 2025-12-31 | $319,430 | 1,318 | Shares | Sole | 2026-02-17 | |
| 2025-09-30 | $255,946 | 1,204 | Shares | Sole | 2025-11-12 | |
| 2025-06-30 | $255,312 | 1,200 | Shares | Sole | 2025-08-11 | |
| No filing history on record for this holder in this stock. | ||||||