RWA WEALTH PARTNERS, LLC

Position in COF — Capital One Financial Corp

CIK 1544576 BOSTON, MA

Position in COF

as of Jun 30, 2026 · filed Aug 7, 2026 Compact

Position Value

$1,589,912

+$150,541 QoQ

Shares Held

7,925

+0.4% QoQ

Ownership

0.001%

of shares outstanding

% of Portfolio

0.03%

of 13F equity value

Holder Rank

#835

of 2,095 holders

Holding Since

Dec 2024

7 quarters on record

Voting authority Sole 88% Shared 0% None 12%

Financial Services · as of Jun 30, 2026

RWA WEALTH PARTNERS, LLC holds $131,879,042 across 5 Credit Services names. COF ranks #4 (1.2% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	V	Visa Inc.	221,234	$75,903,172
2	AXP	American Express Co	134,515	$45,499,698
3	MA	Mastercard Inc	16,507	$8,477,994
4	COF	Capital One Financial Corp This page	7,925	$1,589,912
5	PYPL	PayPal Holdings, Inc.	9,455	$408,266

7 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$1,589,912	7,925	+0.4%	Shares	Sole	2026-08-07
2026-03-31	$1,439,371	7,890	+0.2%	Shares	Sole	2026-05-13
2025-12-31	$1,908,826	7,876	+28.2%	Shares	Sole	2026-02-12
2025-09-30	$1,306,091	6,144	-12.0%	Shares	Sole	2025-11-10
2025-06-30	$1,485,489	6,982	+19.6%	Shares	Sole	2025-08-06
2025-03-31	$1,047,111	5,840	+17.4%	Shares	Sole	2025-05-13
2024-12-31	$886,962	4,974	—	Shares	Sole	2025-02-12
No filing history on record for this holder in this stock.