RAFFA WEALTH MANAGEMENT, LLC
Position in COF — Capital One Financial Corp
CIK 1631073
WASHINGTON, DC
Position in COF
as of Jun 30, 2026
· filed Jul 27, 2026
Position Value
$27,685
+$5,064 QoQ
Shares Held
138
+11.3% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.09%
of 13F equity value
Holder Rank
#1,943
of 2,096 holders
Holding Since
Mar 2020
26 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in COF Over Time
Shares Held
Position Value (USD)
Position in Credit Services
Financial Services · as of Jun 30, 2026RAFFA WEALTH MANAGEMENT, LLC holds $613,200 across 14 Credit Services names. COF ranks #5 (4.5% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | V |
Visa Inc.
|
914 | $313,584 | |
| 2 | MA |
Mastercard Inc
|
281 | $144,321 | |
| 3 | AXP |
American Express Co
|
208 | $70,356 | |
| 4 | PYPL |
PayPal Holdings, Inc.
|
1,056 | $45,598 | |
| 5 | COF |
Capital One Financial Corp
This page
|
138 | $27,685 | |
| 6 | ALLY |
Ally Financial Inc.
|
68 | $3,124 | |
| 7 | SYF |
Synchrony Financial
|
38 | $2,889 | |
| 8 | SOFI |
SoFi Technologies, Inc.
|
144 | $2,581 |
All Filings in COF
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $27,685 | 138 | Shares | Sole | 2026-07-27 | |
| 2026-03-31 | $22,621 | 124 | Shares | Sole | 2026-07-27 | |
| 2025-12-31 | $29,567 | 122 | Shares | Sole | 2026-07-27 | |
| 2025-09-30 | $27,635 | 130 | Shares | Sole | 2026-07-27 | |
| 2025-06-30 | $23,403 | 110 | Shares | Sole | 2026-07-27 | |
| 2025-03-31 | $16,137 | 90 | Shares | Sole | 2026-07-27 | |
| 2024-12-31 | $16,048 | 90 | Shares | Sole | 2026-07-27 | |
| 2024-09-30 | $12,427 | 83 | Shares | Sole | 2026-07-27 | |
| 2024-06-30 | $11,491 | 83 | Shares | Sole | 2026-07-27 | |
| 2024-03-31 | $12,357 | 83 | Shares | Sole | 2026-07-27 | |
| 2023-12-31 | $12,194 | 93 | Shares | Sole | 2026-07-27 | |
| 2023-09-30 | $9,025 | 93 | Shares | Sole | 2026-07-27 | |
| 2023-06-30 | $4,374 | 40 | Shares | Sole | 2026-07-27 | |
| 2023-03-31 | $30,290 | 315 | Shares | Sole | 2026-07-27 | |
| 2022-12-31 | $29,282 | 315 | Shares | Sole | 2026-07-27 | |
| 2022-09-30 | $29,033 | 315 | Shares | Sole | 2026-07-27 | |
| 2022-06-30 | $32,819 | 315 | Shares | Sole | 2026-07-27 | |
| 2022-03-31 | $41,356 | 315 | Shares | Sole | 2026-07-27 | |
| 2021-12-31 | $45,703 | 315 | Shares | Sole | 2026-07-27 | |
| 2021-09-30 | $53,774 | 332 | Shares | Sole | 2026-07-27 | |
| 2021-06-30 | $51,357 | 332 | Shares | Sole | 2026-07-27 | |
| 2021-03-31 | $53,054 | 417 | Shares | Sole | 2026-07-27 | |
| 2020-12-31 | $40,429 | 409 | Shares | Sole | 2026-07-27 | |
| 2020-09-30 | $30,181 | 420 | Shares | Sole | 2026-07-27 | |
| 2020-06-30 | $25,849 | 413 | Shares | Sole | 2026-07-27 | |
| 2020-03-31 | $51,428 | 1,020 | Shares | Sole | 2026-07-27 | |
| No filing history on record for this holder in this stock. | ||||||