Evercore Wealth Management, LLC
Position in COF — Capital One Financial Corp
CIK 1482689
New York, NY
Position in COF
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$674,484
+$243,585 QoQ
Shares Held
3,362
+42.3% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
#1,147
of 2,092 holders
Holding Since
Dec 2022
15 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, 2026Evercore Wealth Management, LLC holds $216,815,934 across 5 Credit Services names. COF ranks #4 (0.3% of the industry book) .
All Filings in COF
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15 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $674,484 | 3,362 | Shares | Sole | 2026-08-14 | |
| 2026-03-31 | $430,899 | 2,362 | Shares | Sole | 2026-05-15 | |
| 2025-12-31 | $573,423 | 2,366 | Shares | Sole | 2026-02-17 | |
| 2025-09-30 | $827,998 | 3,895 | Shares | Sole | 2025-11-14 | |
| 2025-06-30 | $406,584 | 1,911 | Shares | Sole | 2025-08-14 | |
| 2025-03-31 | $1,356,045 | 7,563 | Shares | Sole | 2025-05-15 | |
| 2024-12-31 | $1,419,962 | 7,963 | Shares | Sole | 2025-02-14 | |
| 2024-09-30 | $1,641,489 | 10,963 | Shares | Sole | 2024-11-14 | |
| 2024-06-30 | $1,517,827 | 10,963 | Shares | Sole | 2024-08-14 | |
| 2024-03-31 | $1,736,504 | 11,663 | Shares | Sole | 2024-05-15 | |
| 2023-12-31 | $1,535,152 | 11,708 | Shares | Sole | 2024-02-14 | |
| 2023-09-30 | $1,131,894 | 11,663 | Shares | Sole | 2023-11-14 | |
| 2023-06-30 | $1,078,716 | 9,863 | Shares | Sole | 2023-08-04 | |
| 2023-03-31 | $996,506 | 10,363 | Shares | Sole | 2023-05-15 | |
| 2022-12-31 | $963,437 | 10,364 | Shares | Sole | 2023-02-14 | |
| No filing history on record for this holder in this stock. | ||||||