Synergy Financial Group, LTD

Position in COF — Capital One Financial Corp

CIK 1905669 SAN RAMON, CA

Position in COF

as of Jun 30, 2026 · filed Aug 5, 2026 Compact

Position Value

$297,720

-$32,660 QoQ

Shares Held

1,484

-18.1% QoQ

Ownership

0.000%

of shares outstanding

% of Portfolio

0.27%

of 13F equity value

Holder Rank

#1,528

of 2,092 holders

Holding Since

Dec 2024

7 quarters on record

Voting authority Sole 100% Shared 0% None 0%

Financial Services · as of Jun 30, 2026

Synergy Financial Group, LTD holds $2,863,169 across 5 Credit Services names. COF ranks #3 (10.4% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	MA	Mastercard Inc	3,379	$1,735,454
2	V	Visa Inc.	904	$310,153
3	COF	Capital One Financial Corp This page	1,484	$297,720
4	PYPL	PayPal Holdings, Inc.	6,809	$294,012
5	UPST	Upstart Holdings, Inc.	6,374	$225,830

7 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$297,720	1,484	-18.1%	Shares	Sole	2026-08-05
2026-03-31	$330,380	1,811	-3.5%	Shares	Sole	2026-05-15
2025-12-31	$454,667	1,876	-1.4%	Shares	Sole	2026-02-17
2025-09-30	$404,327	1,902	0.0%	Shares	Sole	2025-11-17
2025-06-30	$404,669	1,902	+1.9%	Shares	Sole	2025-08-15
2025-03-31	$334,753	1,867	0.0%	Shares	Sole	2025-05-15
2024-12-31	$332,923	1,867	—	Shares	Sole	2025-02-04
No filing history on record for this holder in this stock.