Root Financial Partners, LLC

Position in COF — Capital One Financial Corp

CIK 1977181 ENCINITAS, CA

Position in COF

as of Jun 30, 2026 · filed Jul 29, 2026 Compact

Position Value

$630,749

+$248,741 QoQ

Shares Held

3,144

+50.1% QoQ

Ownership

0.001%

of shares outstanding

% of Portfolio

0.21%

of 13F equity value

Holder Rank

#1,177

of 2,101 holders

Holding Since

Jun 2025

5 quarters on record

Voting authority Sole 100% Shared 0% None 0%

Financial Services · as of Jun 30, 2026

Root Financial Partners, LLC holds $4,080,451 across 6 Credit Services names. COF ranks #4 (15.5% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	V	Visa Inc.	4,081	$1,400,150
2	MA	Mastercard Inc	1,789	$918,830
3	AXP	American Express Co	2,646	$895,009
4	COF	Capital One Financial Corp This page	3,144	$630,749
5	SOFI	SoFi Technologies, Inc.	11,640	$208,705
6	HTT	High Templar Tech Ltd	10,550	$27,008

5 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$630,749	3,144	+50.1%	Shares	Sole	2026-07-29
2026-03-31	$382,008	2,094	-10.4%	Shares	Sole	2026-04-24
2025-12-31	$566,637	2,338	+4.0%	Shares	Sole	2026-02-10
2025-09-30	$478,092	2,249	+55.9%	Shares	Sole	2025-10-29
2025-06-30	$307,012	1,443	—	Shares	Sole	2025-08-11
No filing history on record for this holder in this stock.