EVERMAY WEALTH MANAGEMENT LLC
Position in COF — Capital One Financial Corp
CIK 1066816
ARLINGTON, VA
Position in COF
as of Jun 30, 2026
· filed Jul 27, 2026
Position Value
$197,209
+$36,124 QoQ
Shares Held
983
+11.3% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.09%
of 13F equity value
Holder Rank
#1,760
of 2,092 holders
Holding Since
Mar 2020
22 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in COF Over Time
Shares Held
Position Value (USD)
Position in Credit Services
Financial Services · as of Jun 30, 2026EVERMAY WEALTH MANAGEMENT LLC holds $5,423,995 across 5 Credit Services names. COF ranks #4 (3.6% of the industry book) .
All Filings in COF
Export CSV
22 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $197,209 | 983 | Shares | Sole | 2026-07-27 | |
| 2026-03-31 | $161,085 | 883 | Shares | Sole | 2026-05-12 | |
| 2025-12-31 | $214,003 | 883 | Shares | Sole | 2026-01-22 | |
| 2025-09-30 | $211,091 | 993 | Shares | Sole | 2025-11-05 | |
| 2025-06-30 | $211,270 | 993 | Shares | Sole | 2025-07-30 | |
| 2025-03-31 | $129,096 | 720 | Shares | Sole | 2025-05-07 | |
| 2024-12-31 | $128,390 | 720 | Shares | Sole | 2025-01-24 | |
| 2024-09-30 | $131,762 | 880 | Shares | Sole | 2024-10-25 | |
| 2024-06-30 | $143,988 | 1,040 | Shares | Sole | 2024-08-01 | |
| 2024-03-31 | $154,845 | 1,040 | Shares | Sole | 2024-05-14 | |
| 2023-12-31 | $150,001 | 1,144 | Shares | Sole | 2024-02-12 | |
| 2023-09-30 | $110,637 | 1,140 | Shares | Sole | 2023-11-14 | |
| 2023-06-30 | $130,150 | 1,190 | Shares | Sole | 2023-08-10 | |
| 2023-03-31 | $114,430 | 1,190 | Shares | Sole | 2023-05-15 | |
| 2022-12-31 | $110,622 | 1,190 | Shares | Sole | 2023-01-19 | |
| 2022-09-30 | $109,682 | 1,190 | Shares | Sole | 2022-11-14 | |
| 2022-06-30 | $118,047 | 1,133 | Shares | Sole | 2022-08-15 | |
| 2022-03-31 | $144,419 | 1,100 | Shares | Sole | 2022-05-16 | |
| 2021-12-31 | $149,442 | 1,030 | Shares | Sole | 2022-02-14 | |
| 2021-09-30 | $151,279 | 934 | Shares | Sole | 2021-11-12 | |
| 2021-06-30 | $136,127 | 880 | Shares | Sole | 2021-08-13 | |
| 2020-03-31 | $229,663 | 4,555 | Shares | Sole | 2020-04-24 | |
| No filing history on record for this holder in this stock. | ||||||