COFG Advisors, LLC

Position in COF — Capital One Financial Corp

CIK 2104330 OAK BROOK, IL

Position in COF

as of Jun 30, 2026 · filed Aug 14, 2026 Compact

Position Value

$236,530

+$8,493 QoQ

Shares Held

1,179

-5.7% QoQ

Ownership

0.000%

of shares outstanding

% of Portfolio

0.10%

of 13F equity value

Holder Rank

#1,649

of 2,096 holders

Holding Since

Dec 2025

3 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Financial Services · as of Jun 30, 2026

COFG Advisors, LLC holds $1,900,454 across 4 Credit Services names. COF ranks #4 (12.4% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	V	Visa Inc.	2,274	$780,186
2	SOFI	SoFi Technologies, Inc.	33,591	$602,286
3	MA	Mastercard Inc	548	$281,452
4	COF	Capital One Financial Corp This page	1,179	$236,530

3 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$236,530	1,179	-5.7%	Shares	Sole	2026-08-14
2026-03-31	$228,037	1,250	+1.6%	Shares	Sole	2026-05-11
2025-12-31	$298,102	1,230	—	Shares	Sole	2026-02-10
No filing history on record for this holder in this stock.