INDEPENDENT FINANCIAL GROUP, LLC

Position in COF — Capital One Financial Corp

CIK 275484 SAN DIEGO, CA

Position in COF

as of Jun 30, 2026 · filed Jul 15, 2026 Compact

Position Value

$3,326,680

+$587,859 QoQ

Shares Held

16,582

+10.5% QoQ

Ownership

0.003%

of shares outstanding

% of Portfolio

0.12%

of 13F equity value

Holder Rank

#646

of 2,092 holders

Holding Since

Sep 2021

12 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Financial Services · as of Jun 30, 2026

INDEPENDENT FINANCIAL GROUP, LLC holds $27,257,512 across 11 Credit Services names. COF ranks #4 (12.2% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	V	Visa Inc.	32,793	$11,250,950
2	MA	Mastercard Inc	9,082	$4,664,515
3	AXP	American Express Co	12,504	$4,229,478
4	COF	Capital One Financial Corp This page	16,582	$3,326,680
5	SOFI	SoFi Technologies, Inc.	81,145	$1,454,929
6	AFRM	Affirm Holdings, Inc.	7,045	$574,519
7	SEZL	Sezzle Inc.	2,796	$479,877
8	PYPL	PayPal Holdings, Inc.	9,899	$427,438

12 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$3,326,680	16,582	+10.5%	Shares	Sole	2026-07-15
2026-03-31	$2,738,821	15,013	+14.1%	Shares	Sole	2026-05-15
2025-12-31	$3,189,215	13,159	-2.1%	Shares	Sole	2026-05-15
2025-09-30	$2,858,138	13,445	+47.8%	Shares	Sole	2026-05-15
2025-06-30	$1,935,690	9,098	+484.0%	Shares	Sole	2026-05-15
2024-12-31	$277,822	1,558	+9.3%	Shares	Sole	2026-06-12
2024-09-30	$213,514	1,426	-20.9%	Shares	Sole	2026-06-12
2024-06-30	$249,486	1,802	+4.0%	Shares	Sole	2026-06-12
2024-03-31	$258,026	1,733	+9.1%	Shares	Sole	2026-06-12
2023-12-31	$208,349	1,589	-20.8%	Shares	Sole	2026-06-12
2022-03-31	$263,499	2,007	+45.8%	Shares	Sole	2026-06-12
2021-09-30	$223,032	1,377	—	Shares	Sole	2026-06-15
No filing history on record for this holder in this stock.