Cornerstone Wealth Management, LLC
Position in COF — Capital One Financial Corp
CIK 1674117
ST. PETERS, MO
Position in COF
as of Jun 30, 2026
· filed Jul 22, 2026
Position Value
$656,228
+$80,662 QoQ
Shares Held
3,271
+3.7% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.07%
of 13F equity value
Holder Rank
#1,161
of 2,095 holders
Holding Since
Mar 2023
14 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, 2026Cornerstone Wealth Management, LLC holds $8,891,831 across 5 Credit Services names. COF ranks #4 (7.4% of the industry book) .
All Filings in COF
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14 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $656,228 | 3,271 | Shares | Sole | 2026-07-22 | |
| 2026-03-31 | $575,566 | 3,155 | Shares | Sole | 2026-04-24 | |
| 2025-12-31 | $726,837 | 2,999 | Shares | Sole | 2026-02-05 | |
| 2025-09-30 | $637,314 | 2,998 | Shares | Sole | 2025-11-04 | |
| 2025-06-30 | $356,798 | 1,677 | Shares | Sole | 2025-08-12 | |
| 2025-03-31 | $292,259 | 1,630 | Shares | Sole | 2025-04-18 | |
| 2024-12-31 | $316,339 | 1,774 | Shares | Sole | 2025-01-21 | |
| 2024-09-30 | $307,545 | 2,054 | Shares | Sole | 2024-10-16 | |
| 2024-06-30 | $352,355 | 2,545 | Shares | Sole | 2024-07-16 | |
| 2024-03-31 | $379,520 | 2,549 | Shares | Sole | 2024-04-19 | |
| 2023-12-31 | $332,126 | 2,533 | Shares | Sole | 2024-01-10 | |
| 2023-09-30 | $271,157 | 2,794 | Shares | Sole | 2023-11-07 | |
| 2023-06-30 | $305,470 | 2,793 | Shares | Sole | 2023-07-14 | |
| 2023-03-31 | $257,131 | 2,674 | Shares | Sole | 2023-05-15 | |
| No filing history on record for this holder in this stock. | ||||||