Avidian Wealth Enterprises, LLC
Position in COF — Capital One Financial Corp
CIK 1471474
HOUSTON, TX
Position in COF
as of Jun 30, 2026
· filed Jul 24, 2026
Position Value
$1,903,281
+$261,594 QoQ
Shares Held
9,487
+5.4% QoQ
Ownership
0.002%
of shares outstanding
% of Portfolio
0.20%
of 13F equity value
Holder Rank
#779
of 2,092 holders
Holding Since
Jun 2025
5 quarters on record
Voting authority
Sole 6%
Shared 0%
None 94%
Common Shares in COF Over Time
Shares Held
Position Value (USD)
Position in Credit Services
Financial Services · as of Jun 30, 2026Avidian Wealth Enterprises, LLC holds $13,594,420 across 5 Credit Services names. COF ranks #3 (14.0% of the industry book) .
All Filings in COF
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5 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,903,281 | 9,487 | Shares | Sole | 2026-07-24 | |
| 2026-03-31 | $1,641,687 | 8,999 | Shares | Sole | 2026-05-07 | |
| 2025-12-31 | $812,390 | 3,352 | Shares | Sole | 2026-02-02 | |
| 2025-09-30 | $609,254 | 2,866 | Shares | Sole | 2025-10-30 | |
| 2025-06-30 | $580,622 | 2,729 | Shares | Sole | 2025-07-30 | |
| No filing history on record for this holder in this stock. | ||||||