Global Financial Private Client, LLC

Position in COF — Capital One Financial Corp

CIK 2023568 Sarasota, FL

Position in COF

as of Jun 30, 2026 · filed Jul 20, 2026 Compact

Position Value

$294,710

+$29,640 QoQ

Shares Held

1,469

+1.1% QoQ

Ownership

0.000%

of shares outstanding

% of Portfolio

0.14%

of 13F equity value

Holder Rank

#1,539

of 2,096 holders

Holding Since

Mar 2020

26 quarters on record

Voting authority Sole 93% Shared 7% None 0%

Financial Services · as of Jun 30, 2026

Global Financial Private Client, LLC holds $2,375,868 across 6 Credit Services names. COF ranks #5 (12.4% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	V	Visa Inc.	1,704	$584,625
2	MA	Mastercard Inc	904	$464,293
3	AXP	American Express Co	1,322	$447,166
4	SOFI	SoFi Technologies, Inc.	17,226	$308,861
5	COF	Capital One Financial Corp This page	1,469	$294,710
6	SYF	Synchrony Financial	3,632	$276,213

26 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$294,710	1,469	+1.1%	Shares	Other	2026-07-20
2026-03-31	$265,070	1,453	+1.9%	Shares	Other	2026-04-20
2025-12-31	$345,604	1,426	+0.5%	Shares	Sole	2026-01-27
2025-09-30	$301,650	1,419	-0.9%	Shares	Sole	2025-10-21
2025-06-30	$304,672	1,432	+108.1%	Shares	Other	2025-07-10
2025-03-31	$123,358	688	+3.5%	Shares	Sole	2025-04-08
2024-12-31	$118,582	665	+1.5%	Shares	Sole	2025-01-14
2024-09-30	$98,073	655	+3.8%	Shares	Sole	2024-10-07
2024-06-30	$87,361	631	0.0%	Shares	Sole	2024-07-29
2024-03-31	$93,949	631	0.0%	Shares	Sole	2024-05-16
2023-12-31	$82,736	631	0.0%	Shares	Sole	2024-05-16
2023-09-30	$61,238	631	0.0%	Shares	Sole	2024-05-16
2023-06-30	$69,012	631	0.0%	Shares	Sole	2024-05-16
2023-03-31	$60,676	631	0.0%	Shares	Sole	2024-05-16
2022-12-31	$58,657	631	0.0%	Shares	Sole	2024-05-16
2022-09-30	$58,159	631	0.0%	Shares	Sole	2024-05-16
2022-06-30	$65,743	631	+307.1%	Shares	Sole	2024-05-16
2022-03-31	$20,349	155	0.0%	Shares	Sole	2024-05-16
2021-12-31	$22,488	155	0.0%	Shares	Sole	2024-05-16
2021-09-30	$25,105	155	0.0%	Shares	Sole	2024-05-16
2021-06-30	$23,976	155	0.0%	Shares	Sole	2024-05-16
2021-03-31	$19,720	155	0.0%	Shares	Sole	2024-05-16
2020-12-31	$15,321	155	+3.3%	Shares	Sole	2024-05-16
2020-09-30	$10,779	150	0.0%	Shares	Sole	2024-05-16
2020-06-30	$9,388	150	0.0%	Shares	Sole	2024-05-16
2020-03-31	$7,563	150	—	Shares	Sole	2024-05-15
No filing history on record for this holder in this stock.