Position in COF
as of Jun 30, 2026
· filed Jul 16, 2026
Position Value
$1,161,790
+$95,852 QoQ
Shares Held
5,791
-0.9% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.08%
of 13F equity value
Holder Rank
#948
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, 2026Segment Wealth Management, LLC holds $28,578,135 across 3 Credit Services names. COF ranks #3 (4.1% of the industry book) .
All Filings in COF
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5 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,161,790 | 5,791 | Shares | Sole | 2026-07-16 | |
| 2026-03-31 | $1,065,938 | 5,843 | Shares | Sole | 2026-04-20 | |
| 2025-12-31 | $1,390,176 | 5,736 | Shares | Sole | 2026-01-29 | |
| 2025-09-30 | $1,218,933 | 5,734 | Shares | Sole | 2025-10-20 | |
| 2025-06-30 | $1,219,965 | 5,734 | Shares | Sole | 2025-07-21 | |
| No filing history on record for this holder in this stock. | ||||||