United Asset Strategies, Inc.
Position in COF — Capital One Financial Corp
CIK 1539948
GARDEN CITY, NY
Position in COF
as of Jun 30, 2026
· filed Jul 13, 2026
Position Value
$216,468
-$2,812 QoQ
Shares Held
1,079
-10.2% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.02%
of 13F equity value
Holder Rank
#1,703
of 2,092 holders
Holding Since
Jun 2023
12 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, 2026United Asset Strategies, Inc. holds $29,527,482 across 5 Credit Services names. COF ranks #5 (0.7% of the industry book) .
All Filings in COF
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12 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $216,468 | 1,079 | Shares | Sole | 2026-07-13 | |
| 2026-03-31 | $219,280 | 1,202 | Shares | Sole | 2026-04-29 | |
| 2025-12-31 | $309,493 | 1,277 | Shares | Sole | 2026-01-28 | |
| 2025-09-30 | $276,141 | 1,299 | Shares | Sole | 2025-10-23 | |
| 2025-06-30 | $283,609 | 1,333 | Shares | Sole | 2025-08-08 | |
| 2025-03-31 | $225,021 | 1,255 | Shares | Sole | 2025-05-14 | |
| 2024-12-31 | $277,287 | 1,555 | Shares | Sole | 2025-01-22 | |
| 2024-09-30 | $232,830 | 1,555 | Shares | Sole | 2024-10-28 | |
| 2024-06-30 | $277,038 | 2,001 | Shares | Sole | 2024-08-01 | |
| 2024-03-31 | $297,928 | 2,001 | Shares | Sole | 2024-04-23 | |
| 2023-12-31 | $262,371 | 2,001 | Shares | Sole | 2024-01-30 | |
| 2023-06-30 | $218,849 | 2,001 | Shares | Sole | 2023-07-25 | |
| No filing history on record for this holder in this stock. | ||||||