Excelsior Advisor Network LLC

Position in COF — Capital One Financial Corp

CIK 2110679 SCOTTSDALE, AZ

Position in COF

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

Position Value

$227,703

New position

Shares Held

1,135

first reported quarter

Ownership

0.000%

of shares outstanding

% of Portfolio

0.04%

of 13F equity value

Holder Rank

#1,669

of 2,096 holders

Holding Since

Jun 2026

1 quarter on record

Voting authority Sole 0% Shared 0% None 100%

Financial Services · as of Jun 30, 2026

Excelsior Advisor Network LLC holds $4,789,305 across 5 Credit Services names. COF ranks #5 (4.8% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	MA	Mastercard Inc	3,925	$2,015,880
2	V	Visa Inc.	5,697	$1,954,583
3	PYPL	PayPal Holdings, Inc.	7,345	$317,157
4	AXP	American Express Co	810	$273,982
5	COF	Capital One Financial Corp This page	1,135	$227,703

1 filing row on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$227,703	1,135	—	Shares	Sole	2026-08-14
No filing history on record for this holder in this stock.