Claris Financial LLC

Position in COF — Capital One Financial Corp

CIK 2060278 GLEN ALLEN, VA

Position in COF

as of Mar 31, 2026 · filed May 18, 2026 Compact

Position Value

$322,901

-$378,488 QoQ

Shares Held

1,770

-38.8% QoQ

Ownership

0.000%

of shares outstanding

% of Portfolio

0.37%

of 13F equity value

Holder Rank

—

not a current holder

Holding Since

Jun 2025

4 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Financial Services · as of Mar 31, 2026

Claris Financial LLC holds $2,539,282 across 5 Credit Services names. COF ranks #5 (12.7% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	V	Visa Inc.	3,748	$1,132,795
2	MA	Mastercard Inc	757	$378,242
3	AXP	American Express Co	1,173	$354,809
4	SOFI	SoFi Technologies, Inc.	22,074	$350,535
5	COF	Capital One Financial Corp This page	1,770	$322,901

4 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-03-31	$322,901	1,770	-38.8%	Shares	Sole	2026-05-18
2025-12-31	$701,389	2,894	-1.2%	Shares	Sole	2026-02-19
2025-09-30	$622,434	2,928	+71.4%	Shares	Sole	2026-04-07
2025-06-30	$363,394	1,708	—	Shares	Sole	2025-08-26
No filing history on record for this holder in this stock.