BEESE FULMER INVESTMENT MANAGEMENT, INC.

Position in COF — Capital One Financial Corp

CIK 911274 CANTON, OH

Position in COF

as of Jun 30, 2026 · filed Jul 29, 2026 Compact

Position Value

$974,210

+$256,713 QoQ

Shares Held

4,856

+23.5% QoQ

Ownership

0.001%

of shares outstanding

% of Portfolio

0.06%

of 13F equity value

Holder Rank

#1,009

of 2,096 holders

Holding Since

Jun 2020

19 quarters on record

Voting authority Sole 100% Shared 0% None 0%

Financial Services · as of Jun 30, 2026

BEESE FULMER INVESTMENT MANAGEMENT, INC. holds $41,157,272 across 6 Credit Services names. COF ranks #5 (2.4% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	MA	Mastercard Inc	66,426	$34,116,393
2	AXP	American Express Co	9,329	$3,155,534
3	V	Visa Inc.	4,731	$1,623,158
4	SYF	Synchrony Financial	14,057	$1,069,034
5	COF	Capital One Financial Corp This page	4,856	$974,210
6	OMF	OneMain Holdings, Inc.	3,591	$218,943

19 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$974,210	4,856	+23.5%	Shares	Sole	2026-07-29
2026-03-31	$717,497	3,933	-15.9%	Shares	Sole	2026-04-16
2025-12-31	$1,133,275	4,676	+118.9%	Shares	Sole	2026-02-05
2025-09-30	$454,070	2,136	+0.1%	Shares	Sole	2025-11-13
2025-06-30	$454,029	2,134	+10.9%	Shares	Sole	2025-08-07
2025-03-31	$345,152	1,925	0.0%	Shares	Sole	2025-04-08
2024-12-31	$343,266	1,925	0.0%	Shares	Sole	2025-01-28
2024-09-30	$288,230	1,925	0.0%	Shares	Sole	2024-10-22
2024-06-30	$266,516	1,925	0.0%	Shares	Sole	2024-07-03
2024-03-31	$286,613	1,925	0.0%	Shares	Sole	2024-04-08
2023-12-31	$252,406	1,925	0.0%	Shares	Sole	2024-01-09
2023-06-30	$210,537	1,925	0.0%	Shares	Sole	2023-07-11
2022-06-30	$200,565	1,925	0.0%	Shares	Sole	2022-07-11
2022-03-31	$252,733	1,925	0.0%	Shares	Sole	2022-04-12
2021-12-31	$279,298	1,925	0.0%	Shares	Sole	2022-01-10
2021-09-30	$311,792	1,925	0.0%	Shares	Sole	2021-10-08
2021-06-30	$297,778	1,925	0.0%	Shares	Sole	2021-07-08
2021-03-31	$244,917	1,925	0.0%	Shares	Sole	2021-04-23
2020-06-30	$120,485	1,925	—	Shares	Sole	2020-07-17
No filing history on record for this holder in this stock.