Principle Wealth Partners LLC

Position in COF — Capital One Financial Corp

CIK 1743413 MADISON, CT

Position in COF

as of Jun 30, 2026 · filed Aug 7, 2026 Compact

Position Value

$254,787

+$6,318 QoQ

Shares Held

1,270

-6.8% QoQ

Ownership

0.000%

of shares outstanding

% of Portfolio

0.02%

of 13F equity value

Holder Rank

#1,600

of 2,096 holders

Holding Since

Jun 2020

6 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Financial Services · as of Jun 30, 2026

Principle Wealth Partners LLC holds $19,693,942 across 6 Credit Services names. COF ranks #4 (1.3% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	V	Visa Inc.	38,387	$13,170,195
2	MA	Mastercard Inc	5,800	$2,978,880
3	AXP	American Express Co	8,662	$2,929,921
4	COF	Capital One Financial Corp This page	1,270	$254,787
5	ALLY	Ally Financial Inc.	4,900	$225,155
6	WU	Western Union CO	17,533	$135,004

6 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$254,787	1,270	-6.8%	Shares	Sole	2026-08-07
2026-03-31	$248,469	1,362	0.0%	Shares	Sole	2026-05-07
2025-12-31	$330,094	1,362	+9.5%	Shares	Sole	2026-02-06
2025-09-30	$264,449	1,244	-4.6%	Shares	Sole	2025-11-03
2025-06-30	$277,439	1,304	+645.1%	Shares	Sole	2025-07-30
2020-06-30	$10,953	175	—	Shares	Sole	2020-08-14
No filing history on record for this holder in this stock.