SageView Advisory Group, LLC
Position in COF — Capital One Financial Corp
CIK 1914558
NEWPORT BEACH, CA
Position in COF
as of Jun 30, 2026
· filed Aug 10, 2026
Position Value
$1,567,644
-$6,909 QoQ
Shares Held
7,814
-9.5% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.21%
of 13F equity value
Holder Rank
#838
of 2,096 holders
Holding Since
Mar 2024
10 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, 2026SageView Advisory Group, LLC holds $11,170,234 across 6 Credit Services names. COF ranks #3 (14.0% of the industry book) .
All Filings in COF
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10 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,567,644 | 7,814 | Shares | Sole | 2026-08-10 | |
| 2026-03-31 | $1,574,553 | 8,631 | Shares | Sole | 2026-08-10 | |
| 2025-12-31 | $2,232,862 | 9,213 | Shares | Sole | 2026-02-17 | |
| 2025-09-30 | $1,990,599 | 9,364 | Shares | Sole | 2025-11-13 | |
| 2025-06-30 | $1,958,455 | 9,205 | Shares | Sole | 2025-08-13 | |
| 2025-03-31 | $1,409,298 | 7,860 | Shares | Sole | 2025-05-19 | |
| 2024-12-31 | $1,360,046 | 7,627 | Shares | Sole | 2025-02-13 | |
| 2024-09-30 | $1,050,206 | 7,014 | Shares | Sole | 2024-11-14 | |
| 2024-06-30 | $1,054,158 | 7,614 | Shares | Sole | 2024-08-15 | |
| 2024-03-31 | $313,264 | 2,104 | Shares | Sole | 2024-05-09 | |
| No filing history on record for this holder in this stock. | ||||||