Position in COF
as of Mar 31, 2026
· filed May 15, 2026
Position Value
$1,567,985
-$613,982 QoQ
Shares Held
8,595
-4.5% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.04%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Jun 2025
4 quarters on record
Voting authority
Sole 66%
Shared 0%
None 34%
Common Shares in COF Over Time
Shares Held
Position Value (USD)
Position in Credit Services
Financial Services · as of Mar 31, 2026CSM Advisors, LLC holds $76,824,657 across 8 Credit Services names. COF ranks #6 (2.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | SYF |
Synchrony Financial
|
450,104 | $30,616,074 | |
| 2 | V |
Visa Inc.
|
61,502 | $18,588,364 | |
| 3 | MA |
Mastercard Inc
|
30,060 | $15,019,779 | |
| 4 | ENVA |
Enova International, Inc.
|
43,956 | $5,970,543 | |
| 5 | AGM |
Federal Agricultural Mortgage Corp
|
29,380 | $4,358,523 | |
| 6 | COF |
Capital One Financial Corp
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|
8,595 | $1,567,985 | |
| 7 | AXP |
American Express Co
|
1,500 | $453,720 | |
| 8 | PYPL |
PayPal Holdings, Inc.
|
5,520 | $249,669 |
All Filings in COF
Export CSV
4 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $1,567,985 | 8,595 | Shares | Sole | 2026-05-15 | |
| 2025-12-31 | $2,181,967 | 9,003 | Shares | Sole | 2026-02-11 | |
| 2025-09-30 | $4,739,045 | 22,293 | Shares | Sole | 2025-11-14 | |
| 2025-06-30 | $13,390,901 | 62,939 | Shares | Sole | 2025-08-07 | |
| No filing history on record for this holder in this stock. | ||||||