LRI Investments, LLC

Position in COF — Capital One Financial Corp

CIK 2023325 PALM BEACH GARDENS, FL

Position in COF

as of Jun 30, 2026 · filed Jul 14, 2026 Compact

Position Value

$725,842

+$91,351 QoQ

Shares Held

3,618

+4.0% QoQ

Ownership

0.001%

of shares outstanding

% of Portfolio

0.10%

of 13F equity value

Holder Rank

#1,120

of 2,096 holders

Holding Since

Mar 2024

10 quarters on record

Voting authority Sole 100% Shared 0% None 0%

Financial Services · as of Jun 30, 2026

LRI Investments, LLC holds $12,030,888 across 21 Credit Services names. COF ranks #2 (6.0% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	V	Visa Inc.	28,630	$9,822,665
2	COF	Capital One Financial Corp This page	3,618	$725,842
3	MA	Mastercard Inc	1,232	$632,754
4	AXP	American Express Co	986	$333,513
5	ATLCP	Atlanticus Holdings Corp	2,500	$255,625
6	ALLY	Ally Financial Inc.	3,506	$161,099
7	SYF	Synchrony Financial	622	$47,303
8	PYPL	PayPal Holdings, Inc.	644	$27,807

10 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$725,842	3,618	+4.0%	Shares	Sole	2026-07-14
2026-03-31	$634,491	3,478	-1.9%	Shares	Sole	2026-04-30
2025-12-31	$859,408	3,546	-8.8%	Shares	Sole	2026-02-04
2025-09-30	$826,936	3,890	+0.6%	Shares	Sole	2025-11-03
2025-06-30	$822,530	3,866	+73.7%	Shares	Sole	2025-07-25
2025-03-31	$399,121	2,226	-16.1%	Shares	Sole	2025-05-01
2024-12-31	$473,082	2,653	+7.8%	Shares	Sole	2025-02-14
2024-09-30	$368,335	2,460	+4.2%	Shares	Sole	2024-11-15
2024-06-30	$326,742	2,360	+1304.8%	Shares	Sole	2024-07-24
2024-03-31	$25,013	168	—	Shares	Sole	2024-05-21
No filing history on record for this holder in this stock.