Concurrent Investment Advisors, LLC

Position in COF — Capital One Financial Corp

CIK 2001015 Tampa, FL

Position in COF

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

Position Value

$8,846,940

+$2,087,728 QoQ

Shares Held

44,098

+19.0% QoQ

Ownership

0.007%

of shares outstanding

% of Portfolio

0.15%

of 13F equity value

Holder Rank

#440

of 2,092 holders

Holding Since

Dec 2023

10 quarters on record

Voting authority Sole 100% Shared 0% None 0%

Financial Services · as of Jun 30, 2026

Concurrent Investment Advisors, LLC holds $91,914,045 across 10 Credit Services names. COF ranks #4 (9.6% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	V	Visa Inc.	119,124	$40,870,252
2	MA	Mastercard Inc	43,352	$22,265,587
3	AXP	American Express Co	36,558	$12,365,743
4	COF	Capital One Financial Corp This page	44,098	$8,846,940
5	ALLY	Ally Financial Inc.	56,599	$2,600,723
6	SOFI	SoFi Technologies, Inc.	124,688	$2,235,655
7	PYPL	PayPal Holdings, Inc.	27,192	$1,174,149
8	SYF	Synchrony Financial	9,189	$698,823

10 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$8,846,940	44,098	+19.0%	Shares	Sole	2026-07-27
2026-03-31	$6,759,212	37,051	-38.7%	Shares	Sole	2026-04-21
2025-12-31	$14,640,724	60,409	+256.9%	Shares	Sole	2026-01-29
2025-09-30	$3,597,703	16,924	-14.6%	Shares	Sole	2025-10-27
2025-06-30	$4,216,690	19,819	+11.4%	Shares	Sole	2025-07-25
2025-03-31	$3,189,567	17,789	+6.7%	Shares	Sole	2025-04-29
2024-12-31	$2,973,486	16,675	+691.0%	Shares	Sole	2025-02-03
2024-06-30	$291,852	2,108	-10.3%	Shares	Sole	2024-07-30
2024-03-31	$349,742	2,349	-5.5%	Shares	Sole	2024-05-07
2023-12-31	$326,095	2,487	—	Shares	Sole	2024-04-15
No filing history on record for this holder in this stock.