Strategic Wealth Partners, Ltd.
Position in COF — Capital One Financial Corp
CIK 1720777
INDEPENDENCE, OH
Position in COF
as of Jun 30, 2026
· filed Aug 12, 2026
Position Value
$79,244
+$6,272 QoQ
Shares Held
395
-1.2% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
#1,845
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, 2026Strategic Wealth Partners, Ltd. holds $19,194,892 across 9 Credit Services names. COF ranks #5 (0.4% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | AXP |
American Express Co
|
46,157 | $15,612,605 | |
| 2 | V |
Visa Inc.
|
6,987 | $2,397,169 | |
| 3 | MA |
Mastercard Inc
|
1,837 | $943,483 | |
| 4 | SYF |
Synchrony Financial
|
1,586 | $120,615 | |
| 5 | COF |
Capital One Financial Corp
This page
|
395 | $79,244 | |
| 6 | PYPL |
PayPal Holdings, Inc.
|
700 | $30,226 | |
| 7 | SOFI |
SoFi Technologies, Inc.
|
631 | $11,313 | |
| 8 | KLAR |
Klarna Group plc
|
10 | $202 |
All Filings in COF
Export CSV
5 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $79,244 | 395 | Shares | Sole | 2026-08-12 | |
| 2026-03-31 | $72,972 | 400 | Shares | Sole | 2026-05-12 | |
| 2025-12-31 | $95,732 | 395 | Shares | Sole | 2026-05-12 | |
| 2025-09-30 | $83,969 | 395 | Shares | Sole | 2025-11-14 | |
| 2025-06-30 | $80,423 | 378 | Shares | Sole | 2025-08-11 | |
| No filing history on record for this holder in this stock. | ||||||