CALTON & ASSOCIATES, INC.

Position in COF — Capital One Financial Corp

CIK 822648 Tampa, FL

Position in COF

as of Jun 30, 2026 · filed Aug 10, 2026 Compact

Position Value

$806,693

-$24,640 QoQ

Shares Held

4,021

-11.8% QoQ

Ownership

0.001%

of shares outstanding

% of Portfolio

0.31%

of 13F equity value

Holder Rank

#1,078

of 2,095 holders

Holding Since

Mar 2020

14 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Financial Services · as of Jun 30, 2026

CALTON & ASSOCIATES, INC. holds $2,844,214 across 5 Credit Services names. COF ranks #2 (28.4% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	V	Visa Inc.	2,490	$854,294
2	COF	Capital One Financial Corp This page	4,021	$806,693
3	AXP	American Express Co	1,726	$583,819
4	SOFI	SoFi Technologies, Inc.	19,280	$345,690
5	MA	Mastercard Inc	494	$253,718

14 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$806,693	4,021	-11.8%	Shares	Sole	2026-08-10
2026-03-31	$831,333	4,557	-0.2%	Shares	Sole	2026-05-13
2025-12-31	$1,106,373	4,565	+0.9%	Shares	Sole	2026-02-10
2025-09-30	$961,711	4,524	+4.5%	Shares	Sole	2025-11-07
2025-06-30	$921,250	4,330	+14.9%	Shares	Sole	2025-08-12
2022-03-31	$494,963	3,770	+2.9%	Shares	Sole	2022-04-26
2021-12-31	$531,319	3,662	-12.7%	Shares	Sole	2022-01-13
2021-09-30	$679,788	4,197	-6.9%	Shares	Sole	2021-11-05
2021-06-30	$697,497	4,509	+3.8%	Shares	Sole	2021-08-11
2021-03-31	$552,814	4,345	+19.2%	Shares	Sole	2021-05-03
2020-12-31	$360,308	3,645	-65.9%	Shares	Sole	2021-01-25
2020-09-30	$769,117	10,703	+160.3%	Shares	Sole	2020-10-30
2020-06-30	$257,370	4,112	-35.2%	Shares	Sole	2020-08-10
2020-03-31	$319,965	6,346	—	Shares	Sole	2020-04-30
No filing history on record for this holder in this stock.