Convergence Financial, LLC

Position in COF — Capital One Financial Corp

CIK 2034001 COLUMBIA, MO

Position in COF

as of Jun 30, 2026 · filed Aug 5, 2026 Compact

Position Value

$299,726

-$65,995 QoQ

Shares Held

1,494

-1.0% QoQ

Ownership

0.000%

of shares outstanding

% of Portfolio

0.07%

of 13F equity value

Holder Rank

#1,530

of 2,096 holders

Holding Since

Jun 2024

8 quarters on record

Voting authority Sole 50% Shared 0% None 50%

Financial Services · as of Jun 30, 2026

Convergence Financial, LLC holds $14,819,405 across 5 Credit Services names. COF ranks #4 (2.0% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	SOFI	SoFi Technologies, Inc.	600,266	$10,762,769
2	V	Visa Inc.	7,231	$2,480,883
3	MA	Mastercard Inc	1,980	$1,016,928
4	COF	Capital One Financial Corp This page	1,494	$299,726
5	AXP	American Express Co	766	$259,099

8 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$299,726	1,494	-1.0%	Shares	Sole	2026-08-05
2025-12-31	$365,721	1,509	-16.1%	Shares	Sole	2026-02-11
2025-09-30	$382,218	1,798	-8.2%	Shares	Sole	2025-11-10
2025-06-30	$416,584	1,958	-20.0%	Shares	Sole	2025-08-06
2025-03-31	$438,747	2,447	-1.1%	Shares	Sole	2025-04-25
2024-12-31	$440,985	2,473	+4.7%	Shares	Sole	2025-02-05
2024-09-30	$353,512	2,361	-44.4%	Shares	Sole	2024-10-23
2024-06-30	$588,412	4,250	—	Shares	Sole	2024-10-23
No filing history on record for this holder in this stock.