GLOBALT Investments LLC / GA

Position in COF — Capital One Financial Corp

CIK 2011891 Atlanta, GA

Position in COF

as of Jun 30, 2026 · filed Aug 11, 2026 Compact

Position Value

$304,942

-$708,639 QoQ

Shares Held

1,520

-72.6% QoQ

Ownership

0.000%

of shares outstanding

% of Portfolio

0.03%

of 13F equity value

Holder Rank

#1,520

of 2,092 holders

Holding Since

Dec 2023

11 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Financial Services · as of Jun 30, 2026

GLOBALT Investments LLC / GA holds $9,445,203 across 5 Credit Services names. COF ranks #4 (3.2% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	V	Visa Inc.	17,435	$5,981,774
2	AXP	American Express Co	6,362	$2,151,946
3	MA	Mastercard Inc	1,521	$781,185
4	COF	Capital One Financial Corp This page	1,520	$304,942
5	PYPL	PayPal Holdings, Inc.	5,219	$225,356

11 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$304,942	1,520	-72.6%	Shares	Sole	2026-08-11
2026-03-31	$1,013,581	5,556	-0.1%	Shares	Sole	2026-05-15
2025-12-31	$1,348,006	5,562	-1.2%	Shares	Sole	2026-02-06
2025-09-30	$1,196,612	5,629	-0.8%	Shares	Sole	2025-10-14
2025-06-30	$1,207,413	5,675	-1.2%	Shares	Sole	2025-07-31
2025-03-31	$1,030,257	5,746	-4.2%	Shares	Sole	2025-05-07
2024-12-31	$1,069,741	5,999	-1.1%	Shares	Sole	2025-02-10
2024-09-30	$907,962	6,064	+1.9%	Shares	Sole	2024-11-07
2024-06-30	$823,777	5,950	+1.2%	Shares	Sole	2024-08-14
2024-03-31	$875,622	5,881	+3.0%	Shares	Sole	2024-05-01
2023-12-31	$748,432	5,708	—	Shares	Sole	2024-02-20
No filing history on record for this holder in this stock.