Roxbury Financial LLC

Position in COF — Capital One Financial Corp

CIK 2054149 MOUNT ARLINGTON, NJ

Position in COF

as of Jun 30, 2026 · filed Jul 1, 2026 Compact

Position Value

$205,234

+$18,609 QoQ

Shares Held

1,023

0.0% QoQ

Ownership

0.000%

of shares outstanding

% of Portfolio

0.24%

of 13F equity value

Holder Rank

#1,741

of 2,096 holders

Holding Since

Dec 2024

7 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Financial Services · as of Jun 30, 2026

Roxbury Financial LLC holds $4,141,751 across 4 Credit Services names. COF ranks #2 (5.0% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	V	Visa Inc.	11,108	$3,811,043
2	COF	Capital One Financial Corp This page	1,023	$205,234
3	AXP	American Express Co	251	$84,900
4	MA	Mastercard Inc	79	$40,574

7 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$205,234	1,023	0.0%	Shares	Sole	2026-07-01
2026-03-31	$186,625	1,023	0.0%	Shares	Sole	2026-04-17
2025-12-31	$247,934	1,023	+0.2%	Shares	Sole	2026-01-05
2025-09-30	$217,044	1,021	+0.1%	Shares	Sole	2025-10-01
2025-06-30	$217,015	1,020	-2.8%	Shares	Sole	2025-07-07
2025-03-31	$188,085	1,049	+0.1%	Shares	Sole	2025-04-09
2024-12-31	$186,879	1,048	—	Shares	Sole	2025-01-30
No filing history on record for this holder in this stock.