Wellspring Financial Advisors, LLC

Position in COF — Capital One Financial Corp

CIK 1811308 CLEVELAND, OH

Position in COF

as of Jun 30, 2026 · filed Jul 20, 2026 Compact

Position Value

$899,981

+$6,257 QoQ

Shares Held

4,486

-8.4% QoQ

Ownership

0.001%

of shares outstanding

% of Portfolio

0.04%

of 13F equity value

Holder Rank

#1,041

of 2,096 holders

Holding Since

Dec 2025

3 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Financial Services · as of Jun 30, 2026

Wellspring Financial Advisors, LLC holds $7,293,599 across 4 Credit Services names. COF ranks #3 (12.3% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	V	Visa Inc.	12,043	$4,131,832
2	MA	Mastercard Inc	2,974	$1,527,446
3	COF	Capital One Financial Corp This page	4,486	$899,981
4	AXP	American Express Co	2,171	$734,340

3 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$899,981	4,486	-8.4%	Shares	Sole	2026-07-20
2026-03-31	$893,724	4,899	+77.5%	Shares	Sole	2026-05-15
2025-12-31	$668,913	2,760	—	Shares	Sole	2026-02-11
No filing history on record for this holder in this stock.