KINGSWOOD WEALTH ADVISORS, LLC

Position in COF — Capital One Financial Corp

CIK 1987855 SAN DIEGO, CA

Position in COF

as of Jun 30, 2026 · filed Jul 27, 2026 Compact

Position Value

$1,861,151

+$411,015 QoQ

Shares Held

9,277

+16.7% QoQ

Ownership

0.001%

of shares outstanding

% of Portfolio

0.15%

of 13F equity value

Holder Rank

#796

of 2,101 holders

Holding Since

Sep 2023

10 quarters on record

Voting authority Sole 100% Shared 0% None 0%

Financial Services · as of Jun 30, 2026

KINGSWOOD WEALTH ADVISORS, LLC holds $13,950,186 across 8 Credit Services names. COF ranks #3 (13.3% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	V	Visa Inc.	18,319	$6,285,065
2	MA	Mastercard Inc	7,172	$3,683,539
3	COF	Capital One Financial Corp This page	9,277	$1,861,151
4	AXP	American Express Co	3,876	$1,311,057
5	SOFI	SoFi Technologies, Inc.	16,990	$304,630
6	ENVA	Enova International, Inc.	1,010	$243,137
7	AGM	Federal Agricultural Mortgage Corp	1,015	$202,259
8	FINV	FinVolution Group	12,390	$59,348

10 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$1,861,151	9,277	+16.7%	Shares	Sole	2026-07-27
2026-03-31	$1,450,136	7,949	+3.0%	Shares	Sole	2026-04-28
2025-12-31	$1,869,807	7,715	+432.8%	Shares	Sole	2026-01-28
2025-09-30	$307,815	1,448	+1.4%	Shares	Sole	2025-10-23
2025-06-30	$303,821	1,428	-86.2%	Shares	Sole	2025-07-23
2024-09-30	$1,551,352	10,361	+0.1%	Shares	Sole	2024-10-21
2024-06-30	$1,433,372	10,353	-19.6%	Shares	Sole	2024-07-09
2024-03-31	$1,916,214	12,870	+23.0%	Shares	Sole	2024-04-15
2023-12-31	$1,372,433	10,467	-1.0%	Shares	Sole	2024-01-16
2023-09-30	$1,026,109	10,573	—	Shares	Sole	2023-10-24
No filing history on record for this holder in this stock.