Marshall Financial Group, LLC
Position in COF — Capital One Financial Corp
CIK 1841496
Hunt Valley, MD
Position in COF
as of Jun 30, 2026
· filed Jul 20, 2026
Position Value
$235,527
-$16,226 QoQ
Shares Held
1,174
-14.9% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.07%
of 13F equity value
Holder Rank
#1,651
of 2,096 holders
Holding Since
Mar 2026
2 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in COF Over Time
Shares Held
Position Value (USD)
Position in Credit Services
Financial Services · as of Jun 30, 2026Marshall Financial Group, LLC holds $7,526,139 across 6 Credit Services names. COF ranks #6 (3.1% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | V |
Visa Inc.
|
10,775 | $3,696,794 | |
| 2 | MA |
Mastercard Inc
|
3,683 | $1,891,588 | |
| 3 | AXP |
American Express Co
|
3,145 | $1,063,796 | |
| 4 | SOFI |
SoFi Technologies, Inc.
|
19,812 | $355,229 | |
| 5 | OMF |
OneMain Holdings, Inc.
|
4,645 | $283,205 | |
| 6 | COF |
Capital One Financial Corp
This page
|
1,174 | $235,527 |
All Filings in COF
Export CSV
2 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $235,527 | 1,174 | Shares | Sole | 2026-07-20 | |
| 2026-03-31 | $251,753 | 1,380 | Shares | Sole | 2026-04-13 | |
| No filing history on record for this holder in this stock. | ||||||