Dynasty Wealth Management, LLC
Position in COF — Capital One Financial Corp
CIK 1727599
ST. PETERSBURG, FL
Position in COF
as of Jun 30, 2026
· filed Aug 13, 2026
Position Value
$2,542,657
+$283,992 QoQ
Shares Held
12,674
+2.4% QoQ
Ownership
0.002%
of shares outstanding
% of Portfolio
0.11%
of 13F equity value
Holder Rank
#707
of 2,096 holders
Holding Since
Sep 2025
4 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, 2026Dynasty Wealth Management, LLC holds $14,972,801 across 5 Credit Services names. COF ranks #4 (17.0% of the industry book) .
All Filings in COF
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4 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $2,542,657 | 12,674 | Shares | Sole | 2026-08-13 | |
| 2026-03-31 | $2,258,665 | 12,381 | Shares | Sole | 2026-05-14 | |
| 2025-12-31 | $3,250,047 | 13,410 | Shares | Sole | 2026-02-10 | |
| 2025-09-30 | $2,497,815 | 11,750 | Shares | Sole | 2025-10-29 | |
| No filing history on record for this holder in this stock. | ||||||