Position in COF
as of Jun 30, 2026
· filed Jul 13, 2026
Position Value
$695,750
+$58,340 QoQ
Shares Held
3,468
-0.7% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.11%
of 13F equity value
Holder Rank
#1,136
of 2,096 holders
Holding Since
Jun 2025
5 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in COF Over Time
Shares Held
Position Value (USD)
Position in Credit Services
Financial Services · as of Jun 30, 2026HCR Wealth Advisors holds $14,978,102 across 5 Credit Services names. COF ranks #4 (4.6% of the industry book) .
All Filings in COF
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5 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $695,750 | 3,468 | Shares | Sole | 2026-07-13 | |
| 2026-03-31 | $637,410 | 3,494 | Shares | Sole | 2026-04-21 | |
| 2025-12-31 | $839,050 | 3,462 | Shares | Sole | 2026-01-27 | |
| 2025-09-30 | $718,095 | 3,378 | Shares | Sole | 2025-10-03 | |
| 2025-06-30 | $719,128 | 3,380 | Shares | Sole | 2025-07-17 | |
| No filing history on record for this holder in this stock. | ||||||