Cypress Wealth Services, LLC

Position in COF — Capital One Financial Corp

CIK 1721527 PALM DESERT, CA

Position in COF

as of Jun 30, 2026 · filed Jul 13, 2026 Compact

Position Value

$598,650

+$59,205 QoQ

Shares Held

2,984

+0.9% QoQ

Ownership

0.000%

of shares outstanding

% of Portfolio

0.22%

of 13F equity value

Holder Rank

#1,200

of 2,096 holders

Holding Since

Dec 2025

3 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Financial Services · as of Jun 30, 2026

Cypress Wealth Services, LLC holds $5,282,776 across 4 Credit Services names. COF ranks #4 (11.3% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	AXP	American Express Co	6,507	$2,200,992
2	V	Visa Inc.	5,034	$1,727,115
3	MA	Mastercard Inc	1,472	$756,019
4	COF	Capital One Financial Corp This page	2,984	$598,650

3 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$598,650	2,984	+0.9%	Shares	Sole	2026-07-13
2026-03-31	$539,445	2,957	-0.6%	Shares	Sole	2026-04-15
2025-12-31	$720,778	2,974	—	Shares	Sole	2026-01-14
No filing history on record for this holder in this stock.