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Legacy Wealth Advisors, LLC

Position in COF — Capital One Financial Corp

CIK 2111463 NORTH MIAMI BEACH, FL

Position in COF

as of Jun 30, 2026 · filed Aug 14, 2026
Position Value
$283,074
New position
Shares Held
1,411
first reported quarter
Ownership
0.000%
of shares outstanding
% of Portfolio
0.21%
of 13F equity value
Holder Rank
#1,555
of 2,096 holders
Holding Since
Jun 2026
1 quarter on record
Voting authority Sole 0% Shared 0% None 100%

Position in Credit Services

Financial Services · as of Jun 30, 2026

Legacy Wealth Advisors, LLC holds $2,462,649 across 5 Credit Services names. COF ranks #3 (11.5% of the industry book) .

# Ticker Company Shares Value (USD) Open
3 COF
Capital One Financial Corp
This page
1,411 $283,074

All Filings in COF

Export CSV
1 filing row on record
Report Date Value (USD) Shares
2026-06-30 $283,074 1,411