Pinnacle Wealth Planning Services, Inc.
Position in COF — Capital One Financial Corp
CIK 1726752
MANSFIELD, OH
Position in COF
as of Jun 30, 2026
· filed Aug 7, 2026
Position Value
$693,342
+$67,972 QoQ
Shares Held
3,456
+0.8% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.12%
of 13F equity value
Holder Rank
#1,135
of 2,092 holders
Holding Since
Dec 2020
17 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in COF Over Time
Shares Held
Position Value (USD)
Position in Credit Services
Financial Services · as of Jun 30, 2026Pinnacle Wealth Planning Services, Inc. holds $9,034,125 across 23 Credit Services names. COF ranks #4 (7.7% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | V |
Visa Inc.
|
11,282 | $3,870,741 | |
| 2 | MA |
Mastercard Inc
|
3,422 | $1,757,539 | |
| 3 | AXP |
American Express Co
|
2,609 | $882,494 | |
| 4 | COF |
Capital One Financial Corp
This page
|
3,456 | $693,342 | |
| 5 | BFH |
Bread Financial Holdings, Inc.
|
3,815 | $413,355 | |
| 6 | SYF |
Synchrony Financial
|
4,956 | $376,903 | |
| 7 | SOFI |
SoFi Technologies, Inc.
|
9,252 | $165,888 | |
| 8 | CACC |
Credit Acceptance Corp
|
255 | $162,368 |
All Filings in COF
Export CSV
17 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $693,342 | 3,456 | Shares | Sole | 2026-08-07 | |
| 2026-03-31 | $625,370 | 3,428 | Shares | Sole | 2026-05-11 | |
| 2025-12-31 | $824,751 | 3,403 | Shares | Sole | 2026-02-13 | |
| 2025-09-30 | $723,834 | 3,405 | Shares | Sole | 2025-11-13 | |
| 2025-06-30 | $771,255 | 3,625 | Shares | Sole | 2025-08-11 | |
| 2025-03-31 | $252,454 | 1,408 | Shares | Sole | 2025-05-15 | |
| 2024-12-31 | $253,571 | 1,422 | Shares | Sole | 2025-02-27 | |
| 2024-09-30 | $295,866 | 1,976 | Shares | Sole | 2024-11-13 | |
| 2024-06-30 | $273,577 | 1,976 | Shares | Sole | 2024-08-09 | |
| 2024-03-31 | $294,653 | 1,979 | Shares | Sole | 2024-05-10 | |
| 2023-12-31 | $262,633 | 2,003 | Shares | Sole | 2024-02-08 | |
| 2023-09-30 | $207,395 | 2,137 | Shares | Sole | 2023-11-08 | |
| 2023-06-30 | $233,395 | 2,134 | Shares | Sole | 2023-08-07 | |
| 2023-03-31 | $223,860 | 2,328 | Shares | Sole | 2023-05-03 | |
| 2021-09-30 | $218,659 | 1,350 | Shares | Sole | 2021-10-29 | |
| 2021-06-30 | $205,273 | 1,327 | Shares | Sole | 2021-08-02 | |
| 2020-12-31 | $126,922 | 1,284 | Shares | Sole | 2021-02-12 | |
| No filing history on record for this holder in this stock. | ||||||