Position in COF
as of Jun 30, 2026
· filed Jul 14, 2026
Position Value
$7,832,405
+$1,183,744 QoQ
Shares Held
39,041
+7.1% QoQ
Ownership
0.006%
of shares outstanding
% of Portfolio
0.73%
of 13F equity value
Holder Rank
#462
of 2,096 holders
Holding Since
Mar 2020
25 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in COF Over Time
Shares Held
Position Value (USD)
Position in Credit Services
Financial Services · as of Jun 30, 2026B. Riley Wealth Advisors, Inc. holds $22,345,897 across 8 Credit Services names. COF ranks #1 (35.1% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | COF |
Capital One Financial Corp
This page
|
39,041 | $7,832,405 | |
| 2 | V |
Visa Inc.
|
17,356 | $5,954,670 | |
| 3 | MA |
Mastercard Inc
|
9,299 | $4,775,966 | |
| 4 | AXP |
American Express Co
|
6,511 | $2,202,345 | |
| 5 | SYF |
Synchrony Financial
|
8,436 | $641,557 | |
| 6 | OMF |
OneMain Holdings, Inc.
|
6,309 | $384,659 | |
| 7 | PYPL |
PayPal Holdings, Inc.
|
8,464 | $365,475 | |
| 8 | SOFI |
SoFi Technologies, Inc.
|
10,531 | $188,820 |
All Filings in COF
Export CSV
25 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $7,832,405 | 39,041 | Shares | Sole | 2026-07-14 | |
| 2026-03-31 | $6,648,661 | 36,445 | Shares | Sole | 2026-04-27 | |
| 2025-12-31 | $7,360,715 | 30,371 | Shares | Sole | 2026-02-17 | |
| 2025-09-30 | $7,798,497 | 36,685 | Shares | Sole | 2025-10-31 | |
| 2025-06-30 | $4,924,542 | 23,146 | Shares | Sole | 2025-08-19 | |
| 2024-12-31 | $539,061 | 3,023 | Shares | Sole | 2025-02-25 | |
| 2024-09-30 | $555,049 | 3,707 | Shares | Sole | 2024-12-13 | |
| 2024-06-30 | $569,029 | 4,110 | Shares | Sole | 2024-08-19 | |
| 2024-03-31 | $916,120 | 6,153 | Shares | Sole | 2024-05-16 | |
| 2023-12-31 | $768,887 | 5,864 | Shares | Sole | 2024-03-15 | |
| 2023-09-30 | $597,148 | 6,153 | Shares | Sole | 2023-12-01 | |
| 2023-06-30 | $666,610 | 6,095 | Shares | Sole | 2023-07-27 | |
| 2023-03-31 | $568,882 | 5,916 | Shares | Sole | 2023-05-17 | |
| 2022-12-31 | $516,578 | 5,557 | Shares | Sole | 2023-03-15 | |
| 2022-09-30 | $804,920 | 8,733 | Shares | Other | 2022-11-22 | |
| 2022-06-30 | $379,147 | 3,639 | Shares | Other | 2022-08-12 | |
| 2022-03-31 | $472,381 | 3,598 | Shares | Other | 2022-05-02 | |
| 2021-12-31 | $910,729 | 6,277 | Shares | Other | 2022-01-28 | |
| 2021-09-30 | $1,204,084 | 7,434 | Shares | Other | 2021-11-16 | |
| 2021-06-30 | $921,178 | 5,955 | Shares | Other | 2021-08-10 | |
| 2021-03-31 | $360,697 | 2,835 | Shares | Other | 2021-05-13 | |
| 2020-12-31 | $274,012 | 2,772 | Shares | Other | 2021-02-04 | |
| 2020-09-30 | $366,557 | 5,101 | Shares | Other | 2020-11-09 | |
| 2020-06-30 | $375,039 | 5,992 | Shares | Other | 2020-07-31 | |
| 2020-03-31 | $262,284 | 5,202 | Shares | Other | 2020-05-06 | |
| No filing history on record for this holder in this stock. | ||||||