Belpointe Asset Management LLC

Position in COF — Capital One Financial Corp

CIK 1721242 RENO, NV

Position in COF

as of Jun 30, 2026 · filed Jul 31, 2026 Compact

Position Value

$851,631

+$375,124 QoQ

Shares Held

4,245

+62.5% QoQ

Ownership

0.001%

of shares outstanding

% of Portfolio

0.06%

of 13F equity value

Holder Rank

#1,060

of 2,096 holders

Holding Since

Jun 2021

13 quarters on record

Voting authority Sole 62% Shared 38% None 0%

Financial Services · as of Jun 30, 2026

Belpointe Asset Management LLC holds $23,042,466 across 9 Credit Services names. COF ranks #7 (3.7% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	V	Visa Inc.	33,052	$11,339,810
2	MA	Mastercard Inc	6,759	$3,471,422
3	AXP	American Express Co	7,670	$2,594,377
4	SEZL	Sezzle Inc.	9,092	$1,560,459
5	SOFI	SoFi Technologies, Inc.	72,255	$1,295,532
6	PYPL	PayPal Holdings, Inc.	28,052	$1,211,285
7	COF	Capital One Financial Corp This page	4,245	$851,631
8	AGM	Federal Agricultural Mortgage Corp	1,983	$395,152

13 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$851,631	4,245	+62.5%	Shares	Other	2026-07-31
2026-03-31	$476,507	2,612	-36.9%	Shares	Sole	2026-04-28
2025-12-31	$1,003,855	4,142	-25.8%	Shares	Sole	2026-01-27
2025-09-30	$1,186,621	5,582	+24.2%	Shares	Sole	2025-11-03
2025-06-30	$955,930	4,493	+125.4%	Shares	Sole	2025-07-22
2023-12-31	$261,322	1,993	+44.9%	Shares	Sole	2024-02-13
2023-03-31	$132,220	1,375	+65.5%	Shares	Sole	2023-05-15
2022-12-31	$77,249	831	-41.8%	Shares	Sole	2023-02-08
2022-09-30	$131,526	1,427	+11.4%	Shares	Sole	2022-11-14
2022-06-30	$133,467	1,281	-7.4%	Shares	Sole	2022-08-02
2022-03-31	$181,705	1,384	+110.0%	Shares	Sole	2022-04-28
2021-09-30	$106,738	659	-85.5%	Shares	Sole	2021-11-15
2021-06-30	$701,209	4,533	—	Shares	Sole	2021-08-09
No filing history on record for this holder in this stock.