PDS Planning, Inc

Position in COF — Capital One Financial Corp

CIK 838618 DUBLIN, OH

Position in COF

as of Jun 30, 2026 · filed Aug 5, 2026 Compact

Position Value

$779,609

+$88,565 QoQ

Shares Held

3,886

+2.6% QoQ

Ownership

0.001%

of shares outstanding

% of Portfolio

0.09%

of 13F equity value

Holder Rank

#1,092

of 2,096 holders

Holding Since

Dec 2023

11 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Financial Services · as of Jun 30, 2026

PDS Planning, Inc holds $9,868,301 across 6 Credit Services names. COF ranks #4 (7.9% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	V	Visa Inc.	12,513	$4,293,085
2	MA	Mastercard Inc	6,236	$3,202,809
3	AXP	American Express Co	3,251	$1,099,650
4	COF	Capital One Financial Corp This page	3,886	$779,609
5	SYF	Synchrony Financial	3,325	$252,866
6	OMF	OneMain Holdings, Inc.	3,941	$240,282

11 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$779,609	3,886	+2.6%	Shares	Sole	2026-08-05
2026-03-31	$691,044	3,788	-25.1%	Shares	Sole	2026-04-22
2025-12-31	$1,225,129	5,055	+18.5%	Shares	Sole	2026-01-26
2025-09-30	$907,078	4,267	+0.8%	Shares	Sole	2025-10-21
2025-06-30	$900,825	4,234	+111.4%	Shares	Sole	2025-07-24
2025-03-31	$359,137	2,003	+7.6%	Shares	Sole	2025-04-24
2024-12-31	$332,031	1,862	+1.1%	Shares	Sole	2025-02-10
2024-09-30	$275,652	1,841	+2.1%	Shares	Sole	2024-10-30
2024-06-30	$249,763	1,804	+8.3%	Shares	Sole	2024-08-08
2024-03-31	$248,050	1,666	+2.8%	Shares	Sole	2024-05-01
2023-12-31	$212,414	1,620	—	Shares	Sole	2024-02-01
No filing history on record for this holder in this stock.