Allegheny Financial Group

Position in COF — Capital One Financial Corp

CIK 1844148 Pittsburgh, PA

Position in COF

as of Jun 30, 2026 · filed Jul 22, 2026 Compact

Position Value

$222,487

+$17,436 QoQ

Shares Held

1,109

-1.3% QoQ

Ownership

0.000%

of shares outstanding

% of Portfolio

0.08%

of 13F equity value

Holder Rank

#1,684

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

Allegheny Financial Group holds $2,783,154 across 4 Credit Services names. COF ranks #4 (8.0% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	AXP	American Express Co	3,956	$1,338,117
2	V	Visa Inc.	2,746	$942,125
3	MA	Mastercard Inc	546	$280,425
4	COF	Capital One Financial Corp This page	1,109	$222,487

5 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$222,487	1,109	-1.3%	Shares	Sole	2026-07-22
2026-03-31	$205,051	1,124	+3.3%	Shares	Sole	2026-04-16
2025-12-31	$263,687	1,088	-6.3%	Shares	Sole	2026-02-02
2025-09-30	$246,805	1,161	-2.8%	Shares	Sole	2025-11-06
2025-06-30	$254,035	1,194	—	Shares	Sole	2025-08-13
No filing history on record for this holder in this stock.