United Advisor Group, LLC

Position in COF — Capital One Financial Corp

CIK 2004873 CINCINNATI, OH

Position in COF

as of Mar 31, 2026 · filed Apr 17, 2026 Compact

Position Value

$270,178

-$98,451 QoQ

Shares Held

1,481

-2.6% QoQ

Ownership

0.000%

of shares outstanding

% of Portfolio

0.07%

of 13F equity value

Holder Rank

—

not a current holder

Holding Since

Sep 2025

3 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Financial Services · as of Jun 30, 2026

United Advisor Group, LLC holds $4,529,536 across 4 Credit Services names.

#	Ticker	Company	Shares	Value (USD)
1	V	Visa Inc.	9,143	$3,136,871
2	MA	Mastercard Inc	1,546	$794,025
3	PYPL	PayPal Holdings, Inc.	9,552	$412,455
4	SOFI	SoFi Technologies, Inc.	10,384	$186,185

3 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-03-31	$270,178	1,481	-2.6%	Shares	Sole	2026-04-17
2025-12-31	$368,629	1,521	+33.3%	Shares	Sole	2026-01-26
2025-09-30	$242,553	1,141	—	Shares	Sole	2025-11-12
No filing history on record for this holder in this stock.