Position in COF
as of Jun 30, 2026
· filed Aug 7, 2026
Position Value
$1,285,372
+$102,861 QoQ
Shares Held
6,407
-1.2% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.21%
of 13F equity value
Holder Rank
#908
of 2,092 holders
Holding Since
Mar 2021
22 quarters on record
Voting authority
Sole 15%
Shared 0%
None 85%
Common Shares in COF Over Time
Shares Held
Position Value (USD)
Position in Credit Services
Financial Services · as of Jun 30, 2026PERSONAL CFO SOLUTIONS, LLC holds $12,354,599 across 6 Credit Services names. COF ranks #4 (10.4% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | V |
Visa Inc.
|
11,091 | $3,805,211 | |
| 2 | AXP |
American Express Co
|
10,480 | $3,544,860 | |
| 3 | MA |
Mastercard Inc
|
5,791 | $2,974,257 | |
| 4 | COF |
Capital One Financial Corp
This page
|
6,407 | $1,285,372 | |
| 5 | AFRM |
Affirm Holdings, Inc.
|
5,706 | $465,324 | |
| 6 | AGM |
Federal Agricultural Mortgage Corp
|
1,403 | $279,575 |
All Filings in COF
Export CSV
22 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,285,372 | 6,407 | Shares | Sole | 2026-08-07 | |
| 2026-03-31 | $1,182,511 | 6,482 | Shares | Sole | 2026-04-30 | |
| 2025-12-31 | $1,783,284 | 7,358 | Shares | Defined | 2026-01-22 | |
| 2025-09-30 | $1,478,919 | 6,957 | Shares | Defined | 2025-11-10 | |
| 2025-06-30 | $1,453,789 | 6,833 | Shares | Defined | 2025-08-12 | |
| 2025-03-31 | $892,914 | 4,980 | Shares | Defined | 2025-04-30 | |
| 2024-12-31 | $742,346 | 4,163 | Shares | Defined | 2025-02-07 | |
| 2024-09-30 | $526,899 | 3,519 | Shares | Defined | 2024-11-14 | |
| 2024-06-30 | $477,375 | 3,448 | Shares | Defined | 2024-08-09 | |
| 2024-03-31 | $484,934 | 3,257 | Shares | Defined | 2024-05-13 | |
| 2023-12-31 | $438,596 | 3,345 | Shares | Defined | 2024-02-13 | |
| 2023-09-30 | $375,583 | 3,870 | Shares | Defined | 2023-11-13 | |
| 2023-06-30 | $383,888 | 3,510 | Shares | Defined | 2023-08-10 | |
| 2023-03-31 | $330,790 | 3,440 | Shares | Defined | 2023-05-09 | |
| 2022-12-31 | $302,491 | 3,254 | Shares | Defined | 2023-02-14 | |
| 2022-09-30 | $309,599 | 3,359 | Shares | Defined | 2022-11-01 | |
| 2022-06-30 | $332,574 | 3,192 | Shares | Defined | 2022-08-05 | |
| 2022-03-31 | $506,254 | 3,856 | Shares | Defined | 2022-05-02 | |
| 2021-12-31 | $440,348 | 3,035 | Shares | Defined | 2022-02-11 | |
| 2021-09-30 | $509,719 | 3,147 | Shares | Defined | 2021-11-18 | |
| 2021-06-30 | $493,306 | 3,189 | Shares | Defined | 2021-07-22 | |
| 2021-03-31 | $358,025 | 2,814 | Shares | Defined | 2021-04-21 | |
| No filing history on record for this holder in this stock. | ||||||