ELEVATION POINT WEALTH PARTNERS, LLC

Position in COF — Capital One Financial Corp

CIK 1744349 DENVER, CO

Position in COF

as of Jun 30, 2026 · filed Aug 12, 2026 Compact

Position Value

$7,669,501

+$914,666 QoQ

Shares Held

38,229

+3.2% QoQ

Ownership

0.006%

of shares outstanding

% of Portfolio

0.25%

of 13F equity value

Holder Rank

#466

of 2,095 holders

Holding Since

Mar 2021

11 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Financial Services · as of Jun 30, 2026

ELEVATION POINT WEALTH PARTNERS, LLC holds $42,295,331 across 11 Credit Services names. COF ranks #4 (18.1% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	V	Visa Inc.	41,866	$14,363,805
2	AXP	American Express Co	25,478	$8,617,933
3	MA	Mastercard Inc	15,827	$8,128,747
4	COF	Capital One Financial Corp This page	38,229	$7,669,501
5	SYF	Synchrony Financial	14,318	$1,088,883
6	PYPL	PayPal Holdings, Inc.	18,274	$789,071
7	FCFS	FirstCash Holdings, Inc.	2,878	$622,568
8	ENVA	Enova International, Inc.	1,351	$325,226

11 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$7,669,501	38,229	+3.2%	Shares	Sole	2026-08-12
2026-03-31	$6,754,835	37,027	+18.1%	Shares	Sole	2026-04-27
2025-12-31	$7,599,924	31,358	+252.3%	Shares	Sole	2026-02-12
2025-09-30	$1,892,174	8,901	+205.2%	Shares	Sole	2025-11-14
2025-06-30	$620,408	2,916	+46.9%	Shares	Sole	2026-02-03
2022-06-30	$206,817	1,985	-42.3%	Shares	Sole	2022-08-02
2022-03-31	$451,900	3,442	+4.2%	Shares	Sole	2022-05-03
2021-12-31	$479,087	3,302	+17.2%	Shares	Sole	2022-02-02
2021-09-30	$456,431	2,818	+13.8%	Shares	Sole	2021-11-02
2021-06-30	$383,012	2,476	+1.2%	Shares	Sole	2021-08-04
2021-03-31	$311,331	2,447	—	Shares	Sole	2021-05-04
No filing history on record for this holder in this stock.