Wealthcare Advisory Partners LLC
Position in COF — Capital One Financial Corp
CIK 1683059
WEST CHESTER, PA
Position in COF
as of Jun 30, 2026
· filed Jul 9, 2026
Position Value
$406,054
+$22,222 QoQ
Shares Held
2,024
-3.8% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.04%
of 13F equity value
Holder Rank
#1,350
of 2,096 holders
Holding Since
Mar 2020
10 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, 2026Wealthcare Advisory Partners LLC holds $17,920,675 across 7 Credit Services names. COF ranks #6 (2.3% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | V |
Visa Inc.
|
27,851 | $9,555,399 | |
| 2 | MA |
Mastercard Inc
|
8,431 | $4,330,161 | |
| 3 | AXP |
American Express Co
|
4,748 | $1,606,011 | |
| 4 | PYPL |
PayPal Holdings, Inc.
|
29,158 | $1,259,042 | |
| 5 | SOFI |
SoFi Technologies, Inc.
|
27,011 | $484,307 | |
| 6 | COF |
Capital One Financial Corp
This page
|
2,024 | $406,054 | |
| 7 | FCFS |
FirstCash Holdings, Inc.
|
1,293 | $279,701 |
All Filings in COF
Export CSV
10 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $406,054 | 2,024 | Shares | Sole | 2026-07-09 | |
| 2026-03-31 | $383,832 | 2,104 | Shares | Sole | 2026-04-14 | |
| 2025-12-31 | $442,791 | 1,827 | Shares | Sole | 2026-01-14 | |
| 2025-09-30 | $360,748 | 1,697 | Shares | Sole | 2025-11-07 | |
| 2025-06-30 | $392,116 | 1,843 | Shares | Sole | 2025-07-22 | |
| 2025-03-31 | $239,903 | 1,338 | Shares | Sole | 2025-04-15 | |
| 2024-12-31 | $232,350 | 1,303 | Shares | Sole | 2025-01-15 | |
| 2023-03-31 | $205,493 | 2,137 | Shares | Sole | 2023-05-04 | |
| 2021-03-31 | $62,088 | 488 | Shares | Sole | 2021-04-30 | |
| 2020-03-31 | $14,773 | 293 | Shares | Sole | 2020-04-29 | |
| No filing history on record for this holder in this stock. | ||||||