Position in COF
as of Jun 30, 2026
· filed Jul 10, 2026
Position Value
$523,216
+$44,338 QoQ
Shares Held
2,608
-0.6% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.17%
of 13F equity value
Holder Rank
#1,237
of 2,095 holders
Holding Since
Jun 2021
21 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, 2026JFS WEALTH ADVISORS, LLC holds $4,149,067 across 22 Credit Services names. COF ranks #3 (12.6% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | V |
Visa Inc.
|
5,192 | $1,781,323 | |
| 2 | AXP |
American Express Co
|
2,143 | $724,869 | |
| 3 | COF |
Capital One Financial Corp
This page
|
2,608 | $523,216 | |
| 4 | ALLY |
Ally Financial Inc.
|
10,394 | $477,604 | |
| 5 | MA |
Mastercard Inc
|
896 | $460,185 | |
| 6 | ENVA |
Enova International, Inc.
|
249 | $59,941 | |
| 7 | SYF |
Synchrony Financial
|
543 | $41,295 | |
| 8 | FCFS |
FirstCash Holdings, Inc.
|
58 | $12,546 |
All Filings in COF
Export CSV
21 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $523,216 | 2,608 | Shares | Sole | 2026-07-10 | |
| 2026-03-31 | $478,878 | 2,625 | Shares | Sole | 2026-04-21 | |
| 2025-12-31 | $644,677 | 2,660 | Shares | Sole | 2026-01-14 | |
| 2025-09-30 | $608,191 | 2,861 | Shares | Sole | 2025-11-10 | |
| 2025-06-30 | $73,189 | 344 | Shares | Sole | 2025-07-24 | |
| 2025-03-31 | $25,281 | 141 | Shares | Sole | 2025-04-22 | |
| 2024-12-31 | $22,646 | 127 | Shares | Sole | 2025-01-31 | |
| 2024-09-30 | $19,015 | 127 | Shares | Sole | 2024-10-25 | |
| 2024-06-30 | $16,890 | 122 | Shares | Sole | 2024-07-15 | |
| 2024-03-31 | $18,760 | 126 | Shares | Sole | 2024-04-30 | |
| 2023-12-31 | $19,012 | 145 | Shares | Sole | 2024-02-07 | |
| 2023-09-30 | $13,295 | 137 | Shares | Sole | 2023-11-02 | |
| 2023-06-30 | $12,577 | 115 | Shares | Sole | 2023-08-07 | |
| 2023-03-31 | $6,250 | 65 | Shares | Sole | 2023-04-19 | |
| 2022-12-31 | $8,924 | 96 | Shares | Sole | 2023-02-13 | |
| 2022-09-30 | $6,267 | 68 | Shares | Sole | 2022-10-21 | |
| 2022-06-30 | $17,608 | 169 | Shares | Sole | 2022-08-02 | |
| 2022-03-31 | $13,916 | 106 | Shares | Sole | 2022-05-02 | |
| 2021-12-31 | $35,837 | 247 | Shares | Sole | 2022-02-03 | |
| 2021-09-30 | $43,245 | 267 | Shares | Sole | 2021-11-09 | |
| 2021-06-30 | $2,784 | 18 | Shares | Sole | 2021-08-04 | |
| No filing history on record for this holder in this stock. | ||||||