Allegiance Financial Group Advisory Services LLC
Position in COF — Capital One Financial Corp
CIK 1964068
VIENNA, VA
Position in COF
as of Jun 30, 2026
· filed Jul 27, 2026
Position Value
$692,540
+$321,295 QoQ
Shares Held
3,452
+69.6% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.69%
of 13F equity value
Holder Rank
#1,139
of 2,096 holders
Holding Since
Jun 2025
5 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, 2026Allegiance Financial Group Advisory Services LLC holds $1,321,423 across 2 Credit Services names. COF ranks #1 (52.4% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | COF |
Capital One Financial Corp
This page
|
3,452 | $692,540 | |
| 2 | V |
Visa Inc.
|
1,833 | $628,883 |
All Filings in COF
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5 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $692,540 | 3,452 | Shares | Sole | 2026-07-27 | |
| 2026-03-31 | $371,245 | 2,035 | Shares | Sole | 2026-05-08 | |
| 2025-12-31 | $420,979 | 1,737 | Shares | Sole | 2026-02-03 | |
| 2025-09-30 | $261,898 | 1,232 | Shares | Sole | 2025-10-30 | |
| 2025-06-30 | $270,843 | 1,273 | Shares | Sole | 2025-07-23 | |
| No filing history on record for this holder in this stock. | ||||||