BSW Wealth Partners

Position in COF — Capital One Financial Corp

CIK 1512601 BOULDER, CO

Position in COF

as of Jun 30, 2026 · filed Jul 15, 2026 Compact

Position Value

$522,213

+$10,680 QoQ

Shares Held

2,603

-7.2% QoQ

Ownership

0.000%

of shares outstanding

% of Portfolio

0.16%

of 13F equity value

Holder Rank

#1,239

of 2,096 holders

Holding Since

Jun 2021

9 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Financial Services · as of Jun 30, 2026

BSW Wealth Partners holds $5,567,621 across 4 Credit Services names. COF ranks #4 (9.4% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	V	Visa Inc.	6,889	$2,363,547
2	AXP	American Express Co	4,122	$1,394,266
3	MA	Mastercard Inc	2,507	$1,287,595
4	COF	Capital One Financial Corp This page	2,603	$522,213

9 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$522,213	2,603	-7.2%	Shares	Sole	2026-07-15
2026-03-31	$511,533	2,804	-29.9%	Shares	Sole	2026-04-14
2025-12-31	$969,440	4,000	+12.8%	Shares	Sole	2026-01-23
2025-09-30	$753,596	3,545	+64.5%	Shares	Sole	2025-10-15
2025-06-30	$458,497	2,155	+27.4%	Shares	Sole	2025-07-18
2022-03-31	$222,011	1,691	+20.3%	Shares	Sole	2022-05-16
2021-12-31	$203,996	1,406	-8.9%	Shares	Sole	2022-02-14
2021-09-30	$250,081	1,544	+18.2%	Shares	Sole	2021-11-15
2021-06-30	$202,025	1,306	—	Shares	Sole	2021-08-16
No filing history on record for this holder in this stock.