Bell & Brown Wealth Advisors, LLC
Position in COF — Capital One Financial Corp
CIK 1725362
NEWPORT BEACH, CA
Position in COF
as of Jun 30, 2026
· filed Aug 10, 2026
Position Value
$3,392,082
+$292,962 QoQ
Shares Held
16,908
-0.5% QoQ
Ownership
0.003%
of shares outstanding
% of Portfolio
1.03%
of 13F equity value
Holder Rank
#642
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, 2026Bell & Brown Wealth Advisors, LLC holds $12,251,338 across 4 Credit Services names. COF ranks #3 (27.7% 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 | $3,392,082 | 16,908 | Shares | Sole | 2026-08-10 | |
| 2026-03-31 | $3,099,120 | 16,988 | Shares | Sole | 2026-05-11 | |
| 2025-12-31 | $4,139,508 | 17,080 | Shares | Sole | 2026-05-13 | |
| 2025-09-30 | $3,712,284 | 17,463 | Shares | Sole | 2025-11-07 | |
| 2025-06-30 | $3,723,938 | 17,503 | Shares | Sole | 2025-07-29 | |
| No filing history on record for this holder in this stock. | ||||||