Finivi Inc.

Position in COF — Capital One Financial Corp

CIK 2101641 WESTBOROUGH, MA

Position in COF

as of Jun 30, 2026 · filed Jul 9, 2026 Compact

Position Value

$402,243

+$44,133 QoQ

Shares Held

2,005

+2.1% QoQ

Ownership

0.000%

of shares outstanding

% of Portfolio

0.27%

of 13F equity value

Holder Rank

#1,354

of 2,096 holders

Holding Since

Dec 2021

3 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Financial Services · as of Jun 30, 2026

Finivi Inc. holds $1,622,532 across 3 Credit Services names. COF ranks #2 (24.8% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	V	Visa Inc.	2,943	$1,009,713
2	COF	Capital One Financial Corp This page	2,005	$402,243
3	MA	Mastercard Inc	410	$210,576

3 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$402,243	2,005	+2.1%	Shares	Sole	2026-07-09
2026-03-31	$358,110	1,963	-5.6%	Shares	Sole	2026-04-10
2021-12-31	$301,787	2,080	—	Shares	Sole	2025-12-19
No filing history on record for this holder in this stock.