Institute for Wealth Management, LLC.
Position in COF — Capital One Financial Corp
CIK 1533954
DENVER, CO
Position in COF
as of Jun 30, 2026
· filed Jul 28, 2026
Position Value
$575,980
+$51,312 QoQ
Shares Held
2,871
-0.2% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.07%
of 13F equity value
Holder Rank
#1,208
of 2,096 holders
Holding Since
Jun 2025
5 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, 2026Institute for Wealth Management, LLC. holds $14,707,464 across 13 Credit Services names. COF ranks #5 (3.9% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | MA |
Mastercard Inc
|
9,434 | $4,845,302 | |
| 2 | V |
Visa Inc.
|
12,803 | $4,392,581 | |
| 3 | AXP |
American Express Co
|
9,425 | $3,188,006 | |
| 4 | PYPL |
PayPal Holdings, Inc.
|
32,890 | $1,420,190 | |
| 5 | COF |
Capital One Financial Corp
This page
|
2,871 | $575,980 | |
| 6 | SOFI |
SoFi Technologies, Inc.
|
3,916 | $70,213 | |
| 7 | AFRM |
Affirm Holdings, Inc.
|
859 | $70,051 | |
| 8 | ALLY |
Ally Financial Inc.
|
1,233 | $56,656 |
All Filings in COF
Export CSV
5 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $575,980 | 2,871 | Shares | Sole | 2026-07-28 | |
| 2026-03-31 | $524,668 | 2,876 | Shares | Sole | 2026-05-14 | |
| 2025-12-31 | $714,719 | 2,949 | Shares | Sole | 2026-01-27 | |
| 2025-09-30 | $625,835 | 2,944 | Shares | Sole | 2025-10-17 | |
| 2025-06-30 | $626,365 | 2,944 | Shares | Sole | 2025-07-18 | |
| No filing history on record for this holder in this stock. | ||||||