Concord Wealth Partners

Position in COF — Capital One Financial Corp

CIK 1814214 ABINGDON, VA

Position in COF

as of Jun 30, 2026 · filed Jul 27, 2026 Compact

Position Value

$30,494

-$6,344 QoQ

Shares Held

152

0.0% QoQ

Ownership

0.000%

of shares outstanding

% of Portfolio

0.01%

of 13F equity value

Holder Rank

#1,931

of 2,096 holders

Holding Since

Dec 2020

21 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Financial Services · as of Jun 30, 2026

Concord Wealth Partners holds $7,143,115 across 5 Credit Services names. COF ranks #3 (0.4% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	V	Visa Inc.	11,623	$3,987,735
2	MA	Mastercard Inc	6,058	$3,111,388
3	COF	Capital One Financial Corp This page	152	$30,494
4	AXP	American Express Co	38	$12,853
5	SOFI	SoFi Technologies, Inc.	36	$645

21 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$30,494	152	0.0%	Shares	Sole	2026-07-27
2025-12-31	$36,838	152	-49.5%	Shares	Sole	2026-01-29
2025-09-30	$63,986	301	0.0%	Shares	Sole	2025-11-05
2025-06-30	$64,040	301	+34.4%	Shares	Sole	2025-07-25
2025-03-31	$40,163	224	-3.4%	Shares	Sole	2025-05-02
2024-12-31	$41,370	232	-28.2%	Shares	Sole	2025-01-24
2024-09-30	$48,362	323	+115.3%	Shares	Sole	2024-10-24
2024-06-30	$20,767	150	-64.1%	Shares	Sole	2024-07-31
2024-03-31	$62,236	418	+16.1%	Shares	Sole	2024-04-30
2023-12-31	$47,203	360	-50.2%	Shares	Sole	2024-04-30
2023-09-30	$70,167	723	-82.6%	Shares	Sole	2024-04-30
2023-06-30	$453,338	4,145	+77.7%	Shares	Sole	2023-08-08
2023-03-31	$224,245	2,332	+255.5%	Shares	Sole	2023-04-26
2022-12-31	$60,981	656	-11.8%	Shares	Sole	2023-01-30
2022-06-30	$77,517	744	-16.1%	Shares	Sole	2022-08-04
2022-03-31	$116,454	887	-6.5%	Shares	Sole	2022-04-20
2021-12-31	$137,690	949	+63.3%	Shares	Sole	2022-01-21
2021-09-30	$94,104	581	-30.9%	Shares	Sole	2021-11-09
2021-06-30	$130,094	841	-36.7%	Shares	Sole	2021-07-29
2021-03-31	$169,088	1,329	-4.9%	Shares	Sole	2021-05-13
2020-12-31	$138,093	1,397	—	Shares	Sole	2021-02-16
No filing history on record for this holder in this stock.