Bogart Wealth, LLC

Position in COF — Capital One Financial Corp

CIK 1715740 MCLEAN, VA

Position in COF

as of Jun 30, 2026 · filed Jul 24, 2026 Compact

Position Value

$182,363

+$86,953 QoQ

Shares Held

909

+73.8% QoQ

Ownership

0.000%

of shares outstanding

% of Portfolio

0.02%

of 13F equity value

Holder Rank

#1,771

of 2,092 holders

Holding Since

Mar 2020

14 quarters on record

Voting authority Sole 100% Shared 0% None 0%

Financial Services · as of Jun 30, 2026

Bogart Wealth, LLC holds $32,647,236 across 19 Credit Services names. COF ranks #5 (0.6% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	V	Visa Inc.	52,693	$18,078,441
2	MA	Mastercard Inc	26,896	$13,813,785
3	AXP	American Express Co	737	$249,290
4	SOFI	SoFi Technologies, Inc.	11,084	$198,736
5	COF	Capital One Financial Corp This page	909	$182,363
6	UPST	Upstart Holdings, Inc.	1,610	$57,042
7	SYF	Synchrony Financial	294	$22,358
8	PYPL	PayPal Holdings, Inc.	314	$13,558

14 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$182,363	909	+73.8%	Shares	Sole	2026-07-24
2026-03-31	$95,410	523	+23.3%	Shares	Sole	2026-04-28
2025-12-31	$102,760	424	0.0%	Shares	Sole	2026-01-30
2025-09-30	$90,133	424	+2.7%	Shares	Sole	2025-10-27
2025-06-30	$87,869	413	+59.5%	Shares	Sole	2025-07-30
2025-03-31	$46,438	259	+1518.8%	Shares	Sole	2025-05-02
2024-12-31	$2,853	16	0.0%	Shares	Sole	2025-01-30
2024-09-30	$2,395	16	+14.3%	Shares	Sole	2024-10-23
2024-06-30	$1,938	14	+180.0%	Shares	Sole	2024-07-31
2022-12-31	$464	5	-97.3%	Shares	Sole	2023-02-06
2020-12-31	$18,287	185	0.0%	Shares	Sole	2021-01-14
2020-09-30	$13,294	185	0.0%	Shares	Sole	2020-10-06
2020-06-30	$11,579	185	-38.3%	Shares	Sole	2020-07-08
2020-03-31	$15,126	300	—	Shares	Sole	2020-04-20
No filing history on record for this holder in this stock.