CATALYST FINANCIAL PARTNERS LLC

Position in COF — Capital One Financial Corp

CIK 1927537 BOSTON, MA

Position in COF

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

Position Value

$845,613

+$128,846 QoQ

Shares Held

4,215

+7.3% QoQ

Ownership

0.001%

of shares outstanding

% of Portfolio

0.17%

of 13F equity value

Holder Rank

#1,063

of 2,096 holders

Holding Since

Sep 2024

8 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Financial Services · as of Jun 30, 2026

CATALYST FINANCIAL PARTNERS LLC holds $9,631,541 across 5 Credit Services names. COF ranks #4 (8.8% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	V	Visa Inc.	13,326	$4,572,017
2	MA	Mastercard Inc	5,424	$2,785,766
3	AXP	American Express Co	3,357	$1,135,505
4	COF	Capital One Financial Corp This page	4,215	$845,613
5	SYF	Synchrony Financial	3,848	$292,640

8 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$845,613	4,215	+7.3%	Shares	Sole	2026-07-30
2026-03-31	$716,767	3,929	+7.5%	Shares	Sole	2026-05-12
2025-12-31	$885,583	3,654	+0.5%	Shares	Sole	2026-02-04
2025-09-30	$772,728	3,635	+2.3%	Shares	Sole	2025-11-12
2025-06-30	$755,936	3,553	+133.6%	Shares	Sole	2025-08-14
2025-03-31	$272,715	1,521	+6.5%	Shares	Sole	2025-05-02
2024-12-31	$254,640	1,428	+3.9%	Shares	Sole	2025-01-30
2024-09-30	$205,729	1,374	—	Shares	Sole	2024-10-28
No filing history on record for this holder in this stock.