MISSION WEALTH MANAGEMENT, LP
Position in COF — Capital One Financial Corp
CIK 1645382
Santa Barbara, CA
Position in COF
as of Jun 30, 2026
· filed Jul 20, 2026
Position Value
$1,869,577
+$1,059,771 QoQ
Shares Held
9,319
+109.9% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.06%
of 13F equity value
Holder Rank
#788
of 2,095 holders
Holding Since
Mar 2025
6 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, 2026MISSION WEALTH MANAGEMENT, LP holds $43,901,524 across 10 Credit Services names. COF ranks #4 (4.3% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | V |
Visa Inc.
|
80,647 | $27,669,179 | |
| 2 | MA |
Mastercard Inc
|
12,666 | $6,505,257 | |
| 3 | AXP |
American Express Co
|
14,738 | $4,985,128 | |
| 4 | COF |
Capital One Financial Corp
This page
|
9,319 | $1,869,577 | |
| 5 | AFRM |
Affirm Holdings, Inc.
|
16,451 | $1,341,579 | |
| 6 | FCFS |
FirstCash Holdings, Inc.
|
2,027 | $438,480 | |
| 7 | OMF |
OneMain Holdings, Inc.
|
5,057 | $308,325 | |
| 8 | PYPL |
PayPal Holdings, Inc.
|
6,457 | $278,813 |
All Filings in COF
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6 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,869,577 | 9,319 | Shares | Sole | 2026-07-20 | |
| 2026-03-31 | $809,806 | 4,439 | Shares | Sole | 2026-05-15 | |
| 2025-12-31 | $1,123,338 | 4,635 | Shares | Sole | 2026-02-05 | |
| 2025-09-30 | $914,731 | 4,303 | Shares | Sole | 2025-11-04 | |
| 2025-06-30 | $808,700 | 3,801 | Shares | Sole | 2025-08-05 | |
| 2025-03-31 | $218,925 | 1,221 | Shares | Sole | 2025-04-17 | |
| No filing history on record for this holder in this stock. | ||||||