Position in COF
as of Mar 31, 2026
· filed Apr 17, 2026
Position Value
$702,899
-$370,268 QoQ
Shares Held
3,853
-13.0% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.07%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Mar 2020
24 quarters on record
Voting authority
Sole 92%
Shared 0%
None 8%
Common Shares in COF Over Time
Shares Held
Position Value (USD)
Position in Credit Services
Financial Services · as of Jun 30, 2026SVB WEALTH LLC holds $1,510,622 across 1 Credit Services name.
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | AXP |
American Express Co
|
4,466 | $1,510,622 |
All Filings in COF
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24 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $702,899 | 3,853 | Shares | Sole | 2026-04-17 | |
| 2025-12-31 | $1,073,167 | 4,428 | Shares | Sole | 2026-02-04 | |
| 2025-09-30 | $1,346,054 | 6,332 | Shares | Sole | 2025-11-06 | |
| 2025-06-30 | $1,406,342 | 6,610 | Shares | Sole | 2025-08-14 | |
| 2025-03-31 | $1,491,955 | 8,321 | Shares | Sole | 2025-05-14 | |
| 2024-12-31 | $1,814,226 | 10,174 | Shares | Sole | 2025-02-05 | |
| 2024-06-30 | $1,585,667 | 11,453 | Shares | Sole | 2024-08-06 | |
| 2024-03-31 | $1,873,035 | 12,580 | Shares | Sole | 2024-05-15 | |
| 2023-12-31 | $1,702,724 | 12,986 | Shares | Sole | 2024-01-30 | |
| 2023-09-30 | $1,260,970 | 12,993 | Shares | Sole | 2023-10-23 | |
| 2023-06-30 | $1,515,867 | 13,860 | Shares | Sole | 2023-07-24 | |
| 2023-03-31 | $1,476,247 | 15,352 | Shares | Sole | 2023-05-12 | |
| 2022-12-31 | $1,362,607 | 14,658 | Shares | Sole | 2023-02-10 | |
| 2022-09-30 | $1,423,011 | 15,439 | Shares | Sole | 2022-11-09 | |
| 2022-06-30 | $1,421,984 | 13,648 | Shares | Sole | 2022-08-16 | |
| 2022-03-31 | $1,679,855 | 12,795 | Shares | Sole | 2022-05-13 | |
| 2021-12-31 | $2,062,163 | 14,213 | Shares | Sole | 2022-02-15 | |
| 2021-09-30 | $3,213,160 | 19,838 | Shares | Sole | 2021-11-09 | |
| 2021-06-30 | $2,793,082 | 18,056 | Shares | Sole | 2021-08-13 | |
| 2021-03-31 | $2,245,481 | 17,649 | Shares | Defined | 2021-05-11 | |
| 2020-12-31 | $1,843,650 | 18,651 | Shares | Sole | 2021-02-10 | |
| 2020-09-30 | $1,255,537 | 17,472 | Shares | Sole | 2020-11-10 | |
| 2020-06-30 | $1,050,197 | 16,779 | Shares | Sole | 2020-08-05 | |
| 2020-03-31 | $640,989 | 12,713 | Shares | Sole | 2020-05-11 | |
| No filing history on record for this holder in this stock. | ||||||