Soltis Investment Advisors LLC

Position in COF — Capital One Financial Corp

CIK 1802530 ST. GEORGE, UT

Position in COF

as of Mar 31, 2026 · filed Apr 27, 2026 Compact

Position Value

$1,278,469

-$444,710 QoQ

Shares Held

7,008

-1.4% QoQ

Ownership

0.001%

of shares outstanding

% of Portfolio

0.12%

of 13F equity value

Holder Rank

—

not a current holder

Holding Since

Jun 2020

24 quarters on record

Voting authority Sole 53.710045662100455.ToString("F0")% Shared 0.ToString("F0")% None 46.289954337899545.ToString("F0")%

Financial Services · as of Mar 31, 2026

Soltis Investment Advisors LLC holds $10,536,026 across 8 Credit Services names. COF ranks #4 (12.1% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	V	Visa Inc.	13,664	$4,129,807
2	MA	Mastercard Inc	3,746	$1,871,726
3	AXP	American Express Co	4,262	$1,289,169
4	COF	Capital One Financial Corp This page	7,008	$1,278,469
5	SOFI	SoFi Technologies, Inc.	68,922	$1,094,481
6	MFIN	Medallion Financial Corp	51,767	$443,125
7	PYPL	PayPal Holdings, Inc.	4,780	$216,199
8	OMF	OneMain Holdings, Inc.	3,983	$213,050

24 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-03-31	$1,278,469	7,008	-1.4%	Shares	Sole	2026-04-27
2025-12-31	$1,723,179	7,110	+25.3%	Shares	Sole	2026-04-02
2025-09-30	$1,206,178	5,674	-0.6%	Shares	Sole	2025-11-12
2025-06-30	$1,214,434	5,708	+23.9%	Shares	Sole	2025-08-06
2025-03-31	$825,855	4,606	+3.2%	Shares	Sole	2025-05-13
2024-12-31	$795,663	4,462	+3.2%	Shares	Sole	2025-01-29
2024-09-30	$647,432	4,324	+6.0%	Shares	Sole	2025-01-03
2024-06-30	$564,737	4,079	-89.1%	Shares	Sole	2024-08-12
2024-03-31	$5,597,221	37,593	+942.5%	Shares	Sole	2024-05-29
2023-12-31	$472,818	3,606	+9.6%	Shares	Sole	2024-01-26
2023-09-30	$319,197	3,289	+7.3%	Shares	Sole	2023-11-08
2023-06-30	$335,109	3,064	+5.9%	Shares	Sole	2023-08-09
2023-03-31	$278,287	2,894	-6.3%	Shares	Sole	2023-05-03
2022-12-31	$287,246	3,090	-0.7%	Shares	Sole	2023-02-09
2022-09-30	$286,833	3,112	-1.3%	Shares	Sole	2022-11-14
2022-06-30	$328,511	3,153	-80.1%	Shares	Sole	2022-08-11
2022-03-31	$2,075,826	15,811	+26.4%	Shares	Sole	2022-05-06
2021-12-31	$1,815,366	12,512	+170.8%	Shares	Sole	2022-02-09
2021-09-30	$748,301	4,620	-9.7%	Shares	Sole	2021-11-09
2021-06-30	$791,239	5,115	+4.5%	Shares	Sole	2021-08-04
2021-03-31	$623,045	4,897	-55.6%	Shares	Sole	2021-05-11
2020-12-31	$1,090,710	11,034	-2.0%	Shares	Sole	2021-02-10
2020-09-30	$809,431	11,264	-41.3%	Shares	Sole	2020-10-28
2020-06-30	$1,201,102	19,190	—	Shares	Sole	2020-08-12
No filing history on record for this holder in this stock.