KINGSWOOD WEALTH ADVISORS, LLC

Position in COF — Capital One Financial Corp

CIK 1987855 SAN DIEGO, CA

Position in COF

as of Mar 31, 2026 · filed Apr 28, 2026 Compact

Position Value

$1,450,136

-$419,671 QoQ

Shares Held

7,949

+3.0% QoQ

Ownership

0.001%

of shares outstanding

% of Portfolio

0.13%

of 13F equity value

Holder Rank

—

not a current holder

Holding Since

Sep 2023

9 quarters on record

Voting authority Sole 100.ToString("F0")% Shared 0.ToString("F0")% None 0.ToString("F0")%

Financial Services · as of Mar 31, 2026

KINGSWOOD WEALTH ADVISORS, LLC holds $11,963,340 across 6 Credit Services names. COF ranks #3 (12.1% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	V	Visa Inc.	17,924	$5,417,349
2	MA	Mastercard Inc	7,104	$3,549,584
3	COF	Capital One Financial Corp This page	7,949	$1,450,136
4	AXP	American Express Co	3,650	$1,104,052
5	SOFI	SoFi Technologies, Inc.	22,826	$362,476
6	FINV	FinVolution Group	16,648	$79,743

9 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
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.