Compound Planning, Inc.

Position in COF — Capital One Financial Corp

CIK 1978879 NEW YORK, NY

Position in COF

as of Jun 30, 2026 · filed Aug 4, 2026 Compact

Position Value

$2,466,822

+$278,757 QoQ

Shares Held

12,296

+2.5% QoQ

Ownership

0.002%

of shares outstanding

% of Portfolio

0.12%

of 13F equity value

Holder Rank

#717

of 2,095 holders

Holding Since

Dec 2023

11 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Financial Services · as of Jun 30, 2026

Compound Planning, Inc. holds $27,802,848 across 10 Credit Services names. COF ranks #5 (8.9% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	V	Visa Inc.	25,346	$8,695,958
2	MA	Mastercard Inc	13,485	$6,925,895
3	AXP	American Express Co	11,276	$3,814,107
4	AFRM	Affirm Holdings, Inc.	41,855	$3,413,275
5	COF	Capital One Financial Corp This page	12,296	$2,466,822
6	SYF	Synchrony Financial	10,808	$821,947
7	SOFI	SoFi Technologies, Inc.	38,730	$694,428
8	PYPL	PayPal Holdings, Inc.	10,608	$458,053

11 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$2,466,822	12,296	+2.5%	Shares	Other	2026-08-04
2026-03-31	$2,188,065	11,994	-18.5%	Shares	Sole	2026-05-14
2025-12-31	$3,566,569	14,716	-41.9%	Shares	Defined	2026-02-19
2025-09-30	$5,380,612	25,311	+143.7%	Shares	Sole	2025-11-10
2025-06-30	$2,209,512	10,385	+43.3%	Shares	Sole	2025-08-14
2025-03-31	$1,299,207	7,246	+9.4%	Shares	Sole	2025-05-14
2024-12-31	$1,180,656	6,621	+14.7%	Shares	Sole	2025-01-17
2024-09-30	$864,391	5,773	-77.5%	Shares	Sole	2024-10-08
2024-06-30	$3,555,396	25,680	+8.0%	Shares	Sole	2024-07-26
2024-03-31	$3,540,306	23,778	+949.8%	Shares	Sole	2024-05-07
2023-12-31	$296,986	2,265	—	Shares	Sole	2024-02-08
No filing history on record for this holder in this stock.