OGOREK ANTHONY JOSEPH /NY/ /ADV
Position in COF — Capital One Financial Corp
CIK 714364
WILLIAMSVILLE, NY
Position in COF
as of Jun 30, 2026
· filed Aug 7, 2026
Position Value
$66,405
+$18,609 QoQ
Shares Held
331
+26.3% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.06%
of 13F equity value
Holder Rank
#1,856
of 2,092 holders
Holding Since
Mar 2025
6 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in COF Over Time
Shares Held
Position Value (USD)
Position in Credit Services
Financial Services · as of Jun 30, 2026OGOREK ANTHONY JOSEPH /NY/ /ADV holds $527,293 across 9 Credit Services names. COF ranks #4 (12.6% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | V |
Visa Inc.
|
565 | $193,845 | |
| 2 | PYPL |
PayPal Holdings, Inc.
|
2,395 | $103,416 | |
| 3 | MA |
Mastercard Inc
|
146 | $74,985 | |
| 4 | COF |
Capital One Financial Corp
This page
|
331 | $66,405 | |
| 5 | AXP |
American Express Co
|
156 | $52,767 | |
| 6 | NNI |
Nelnet Inc
|
139 | $18,532 | |
| 7 | SYF |
Synchrony Financial
|
228 | $17,339 | |
| 8 | ALLY |
Ally Financial Inc.
|
81 | $3 |
All Filings in COF
Export CSV
6 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $66,405 | 331 | Shares | Sole | 2026-08-07 | |
| 2026-03-31 | $47,796 | 262 | Shares | Sole | 2026-05-12 | |
| 2025-12-31 | $71,011 | 293 | Shares | Sole | 2026-01-23 | |
| 2025-09-30 | $81,843 | 385 | Shares | Sole | 2025-11-04 | |
| 2025-06-30 | $93,401 | 439 | Shares | Sole | 2025-08-08 | |
| 2025-03-31 | $42,314 | 236 | Shares | Sole | 2025-05-09 | |
| No filing history on record for this holder in this stock. | ||||||