Worth Financial Advisory Group, LLC

Position in COF — Capital One Financial Corp

CIK 1964358 CHARLOTTE, NC

Position in COF

as of Jun 30, 2026 · filed Jul 31, 2026 Compact

Position Value

$201,021

New position

Shares Held

1,002

first reported quarter

Ownership

0.000%

of shares outstanding

% of Portfolio

0.19%

of 13F equity value

Holder Rank

#1,756

of 2,095 holders

Holding Since

Jun 2026

1 quarter on record

Voting authority Sole 0% Shared 0% None 100%

Financial Services · as of Jun 30, 2026

Worth Financial Advisory Group, LLC holds $2,403,325 across 4 Credit Services names. COF ranks #4 (8.4% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	V	Visa Inc.	4,627	$1,587,477
2	AXP	American Express Co	1,167	$394,737
3	SOFI	SoFi Technologies, Inc.	12,275	$220,090
4	COF	Capital One Financial Corp This page	1,002	$201,021

1 filing row on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$201,021	1,002	—	Shares	Sole	2026-07-31
No filing history on record for this holder in this stock.