LEGACY FINANCIAL INDEPENDENT ADVISORS LLC
Position in COF — Capital One Financial Corp
CIK 2131510
LOUISVILLE, KY
Position in COF
as of Jun 30, 2026
· filed Aug 10, 2026
Position Value
$2,312,947
-$1,684,824 QoQ
Shares Held
11,529
-47.4% QoQ
Ownership
0.002%
of shares outstanding
% of Portfolio
1.36%
of 13F equity value
Holder Rank
#733
of 2,096 holders
Holding Since
Mar 2026
2 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in COF Over Time
Shares Held
Position Value (USD)
Position in Credit Services
Financial Services · as of Jun 30, 2026LEGACY FINANCIAL INDEPENDENT ADVISORS LLC holds $6,863,424 across 2 Credit Services names. COF ranks #2 (33.7% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | AXP |
American Express Co
|
13,453 | $4,550,477 | |
| 2 | COF |
Capital One Financial Corp
This page
|
11,529 | $2,312,947 |
All Filings in COF
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2 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $2,312,947 | 11,529 | Shares | Sole | 2026-08-10 | |
| 2026-03-31 | $3,997,771 | 21,914 | Shares | Sole | 2026-05-05 | |
| No filing history on record for this holder in this stock. | ||||||