TruWealth Advisors, LLC

Position in COF — Capital One Financial Corp

CIK 1834985 Metairie, LA

Position in COF

as of Mar 31, 2026 · filed Apr 9, 2026 Compact

Position Value

$353,002

-$638,977 QoQ

Shares Held

1,935

-52.7% QoQ

Ownership

0.000%

of shares outstanding

% of Portfolio

0.04%

of 13F equity value

Holder Rank

—

not a current holder

Holding Since

Mar 2021

17 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Financial Services · as of Mar 31, 2026

TruWealth Advisors, LLC holds $24,269,263 across 4 Credit Services names. COF ranks #3 (1.5% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	V	Visa Inc.	75,937	$22,951,198
2	MA	Mastercard Inc	1,228	$613,582
3	COF	Capital One Financial Corp This page	1,935	$353,002
4	AXP	American Express Co	1,162	$351,481

17 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-03-31	$353,002	1,935	-52.7%	Shares	Sole	2026-04-09
2025-12-31	$991,979	4,093	+0.8%	Shares	Sole	2026-01-07
2025-09-30	$863,499	4,062	+87.7%	Shares	Sole	2025-10-06
2025-06-30	$460,412	2,164	+36.1%	Shares	Sole	2025-07-07
2024-09-30	$238,070	1,590	-20.1%	Shares	Sole	2024-10-16
2024-06-30	$275,515	1,990	+7.1%	Shares	Sole	2024-07-16
2024-03-31	$276,637	1,858	0.0%	Shares	Sole	2024-04-15
2023-12-31	$243,620	1,858	-22.4%	Shares	Sole	2024-01-10
2023-06-30	$261,831	2,394	+3.0%	Shares	Sole	2023-08-04
2023-03-31	$223,475	2,324	+0.9%	Shares	Sole	2023-04-25
2022-12-31	$214,179	2,304	0.0%	Shares	Sole	2023-01-27
2022-09-30	$212,359	2,304	+21.5%	Shares	Sole	2022-10-24
2022-03-31	$248,925	1,896	+4.7%	Shares	Sole	2022-04-27
2021-12-31	$262,757	1,811	0.0%	Shares	Sole	2022-01-19
2021-09-30	$293,327	1,811	0.0%	Shares	Sole	2021-10-29
2021-06-30	$280,143	1,811	+0.7%	Shares	Sole	2021-07-29
2021-03-31	$228,886	1,799	—	Shares	Sole	2021-05-10
No filing history on record for this holder in this stock.