BEACON INVESTMENT ADVISORS LLC
Position in COF — Capital One Financial Corp
CIK 1961635
Gaithersburg, MD
Position in COF
as of Jun 30, 2026
· filed Aug 13, 2026
Position Value
$2,023,653
+$185,124 QoQ
Shares Held
10,087
+0.1% QoQ
Ownership
0.002%
of shares outstanding
% of Portfolio
0.64%
of 13F equity value
Holder Rank
#765
of 2,096 holders
Holding Since
Mar 2026
2 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in COF Over Time
Shares Held
Position Value (USD)
Position in Credit Services
Financial Services · as of Jun 30, 2026BEACON INVESTMENT ADVISORS LLC holds $7,692,723 across 2 Credit Services names. COF ranks #2 (26.3% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | AXP |
American Express Co
|
16,760 | $5,669,070 | |
| 2 | COF |
Capital One Financial Corp
This page
|
10,087 | $2,023,653 |
All Filings in COF
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2 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $2,023,653 | 10,087 | Shares | Sole | 2026-08-13 | |
| 2026-03-31 | $1,838,529 | 10,078 | Shares | Sole | 2026-05-14 | |
| No filing history on record for this holder in this stock. | ||||||