Position in COF
as of Jun 30, 2026
· filed Aug 11, 2026
Position Value
$3,785,900
+$1,429,452 QoQ
Shares Held
18,871
+46.1% QoQ
Ownership
0.003%
of shares outstanding
% of Portfolio
0.07%
of 13F equity value
Holder Rank
#615
of 2,095 holders
Holding Since
Dec 2020
23 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, 2026Wealthspire Advisors, LLC holds $73,723,626 across 6 Credit Services names. COF ranks #5 (5.1% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | AXP |
American Express Co
|
95,731 | $32,381,010 | |
| 2 | V |
Visa Inc.
|
57,671 | $19,786,343 | |
| 3 | MA |
Mastercard Inc
|
25,876 | $13,289,913 | |
| 4 | SOFI |
SoFi Technologies, Inc.
|
218,172 | $3,911,823 | |
| 5 | COF |
Capital One Financial Corp
This page
|
18,871 | $3,785,900 | |
| 6 | PYPL |
PayPal Holdings, Inc.
|
13,169 | $568,637 |
All Filings in COF
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23 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $3,785,900 | 18,871 | Shares | Sole | 2026-08-11 | |
| 2026-03-31 | $2,356,448 | 12,917 | Shares | Sole | 2026-05-01 | |
| 2025-12-31 | $4,383,807 | 18,088 | Shares | Sole | 2026-02-13 | |
| 2025-09-30 | $2,923,825 | 13,754 | Shares | Sole | 2025-11-14 | |
| 2025-06-30 | $2,603,118 | 12,235 | Shares | Sole | 2025-08-11 | |
| 2025-03-31 | $1,243,086 | 6,933 | Shares | Sole | 2025-05-09 | |
| 2024-12-31 | $1,248,061 | 6,999 | Shares | Sole | 2025-02-04 | |
| 2024-09-30 | $757,783 | 5,061 | Shares | Sole | 2024-11-13 | |
| 2024-06-30 | $711,771 | 5,141 | Shares | Sole | 2024-08-08 | |
| 2024-03-31 | $771,101 | 5,179 | Shares | Sole | 2024-05-06 | |
| 2023-12-31 | $663,729 | 5,062 | Shares | Sole | 2024-02-07 | |
| 2023-09-30 | $1,203,322 | 12,399 | Shares | Sole | 2023-11-06 | |
| 2023-06-30 | $1,392,826 | 12,735 | Shares | Sole | 2023-08-01 | |
| 2023-03-31 | $1,230,174 | 12,793 | Shares | Sole | 2023-05-09 | |
| 2022-12-31 | $964,924 | 10,380 | Shares | Sole | 2023-02-14 | |
| 2022-09-30 | $352,089 | 3,820 | Shares | Sole | 2022-11-14 | |
| 2022-06-30 | $333,928 | 3,205 | Shares | Sole | 2022-08-09 | |
| 2022-03-31 | $1,311,324 | 9,988 | Shares | Sole | 2022-05-09 | |
| 2021-12-31 | $536,107 | 3,695 | Shares | Sole | 2022-02-14 | |
| 2021-09-30 | $612,894 | 3,784 | Shares | Sole | 2021-11-15 | |
| 2021-06-30 | $208,522 | 1,348 | Shares | Sole | 2021-08-13 | |
| 2021-03-31 | $787,426 | 6,189 | Shares | Sole | 2021-05-17 | |
| 2020-12-31 | $334,508 | 3,384 | Shares | Sole | 2021-02-16 | |
| No filing history on record for this holder in this stock. | ||||||