Aprio Wealth Management, LLC

Position in COF — Capital One Financial Corp

CIK 1803519 ATLANTA, GA

Position in COF

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

Position Value

$1,008,917

+$111,362 QoQ

Shares Held

5,029

+2.2% QoQ

Ownership

0.001%

of shares outstanding

% of Portfolio

0.18%

of 13F equity value

Holder Rank

#996

of 2,096 holders

Holding Since

Jun 2025

5 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Financial Services · as of Jun 30, 2026

Aprio Wealth Management, LLC holds $10,167,081 across 5 Credit Services names. COF ranks #4 (9.9% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	V	Visa Inc.	14,249	$4,888,689
2	MA	Mastercard Inc	4,549	$2,336,366
3	AXP	American Express Co	3,799	$1,285,011
4	COF	Capital One Financial Corp This page	5,029	$1,008,917
5	SYF	Synchrony Financial	8,522	$648,098

5 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$1,008,917	5,029	+2.2%	Shares	Sole	2026-07-24
2026-03-31	$897,555	4,920	-24.5%	Shares	Sole	2026-05-11
2025-12-31	$1,578,490	6,513	+72.6%	Shares	Sole	2026-01-29
2025-09-30	$802,276	3,774	+7.2%	Shares	Sole	2025-11-12
2025-06-30	$749,127	3,521	—	Shares	Sole	2025-08-14
No filing history on record for this holder in this stock.