Position in COF
as of Jun 30, 2026
· filed Jul 30, 2026
Position Value
$614,097
+$5,876 QoQ
Shares Held
3,061
-8.2% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.10%
of 13F equity value
Holder Rank
#1,187
of 2,092 holders
Holding Since
Mar 2024
10 quarters on record
Voting authority
Sole 7%
Shared 2%
None 92%
Common Shares in COF Over Time
Shares Held
Position Value (USD)
Position in Credit Services
Financial Services · as of Jun 30, 2026GeoWealth Management, LLC holds $14,463,330 across 6 Credit Services names. COF ranks #4 (4.2% of the industry book) .
All Filings in COF
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10 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $614,097 | 3,061 | Shares | Other | 2026-07-30 | |
| 2026-03-31 | $608,221 | 3,334 | Shares | Other | 2026-05-13 | |
| 2025-12-31 | $755,920 | 3,119 | Shares | Other | 2026-02-17 | |
| 2025-09-30 | $667,076 | 3,138 | Shares | Other | 2025-11-13 | |
| 2025-06-30 | $600,621 | 2,823 | Shares | Other | 2025-08-13 | |
| 2025-03-31 | $382,805 | 2,135 | Shares | Other | 2025-05-09 | |
| 2024-12-31 | $486,456 | 2,728 | Shares | Other | 2025-02-13 | |
| 2024-09-30 | $228,637 | 1,527 | Shares | Other | 2024-11-12 | |
| 2024-06-30 | $219,304 | 1,584 | Shares | Other | 2024-08-12 | |
| 2024-03-31 | $179,859 | 1,208 | Shares | Other | 2024-05-15 | |
| No filing history on record for this holder in this stock. | ||||||