Position in COF
as of Jun 30, 2026
· filed Jul 21, 2026
Position Value
$2,944,700
+$265,351 QoQ
Shares Held
14,678
-0.1% QoQ
Ownership
0.002%
of shares outstanding
% of Portfolio
0.27%
of 13F equity value
Holder Rank
#674
of 2,096 holders
Holding Since
Jun 2025
5 quarters on record
Common Shares in COF Over Time
Shares Held
Position Value (USD)
Position in Credit Services
Financial Services · as of Jun 30, 2026APPLETON PARTNERS INC/MA holds $30,274,220 across 2 Credit Services names. COF ranks #2 (9.7% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | V |
Visa Inc.
|
79,657 | $27,329,520 | |
| 2 | COF |
Capital One Financial Corp
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|
14,678 | $2,944,700 |
All Filings in COF
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5 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $2,944,700 | 14,678 | Shares | Sole | 2026-07-21 | |
| 2026-03-31 | $2,679,349 | 14,687 | Shares | Sole | 2026-04-28 | |
| 2025-12-31 | $3,720,226 | 15,350 | Shares | Sole | 2026-01-09 | |
| 2025-09-30 | $3,284,361 | 15,450 | Shares | Sole | 2025-11-05 | |
| 2025-06-30 | $3,662,025 | 17,212 | Shares | Sole | 2025-07-22 | |
| No filing history on record for this holder in this stock. | ||||||