Global Retirement Partners, LLC
PensionPosition in COF — Capital One Financial Corp
CIK 1749744
San Rafael, CA
Position in COF
as of Jun 30, 2026
· filed Aug 6, 2026
Position Value
$3,614,771
-$1,527,138 QoQ
Shares Held
18,018
-15.1% QoQ
Ownership
0.003%
of shares outstanding
% of Portfolio
0.12%
of 13F equity value
Holder Rank
#627
of 2,096 holders
Holding Since
Mar 2020
23 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, 2026Global Retirement Partners, LLC holds $41,552,902 across 27 Credit Services names. COF ranks #4 (8.7% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | V |
Visa Inc.
|
50,503 | $17,327,074 | |
| 2 | MA |
Mastercard Inc
|
16,472 | $8,460,019 | |
| 3 | AXP |
American Express Co
|
17,223 | $5,825,679 | |
| 4 | COF |
Capital One Financial Corp
This page
|
18,018 | $3,614,771 | |
| 5 | ALLY |
Ally Financial Inc.
|
46,705 | $2,146,094 | |
| 6 | SOFI |
SoFi Technologies, Inc.
|
63,124 | $1,131,813 | |
| 7 | AGM |
Federal Agricultural Mortgage Corp
|
4,256 | $848,093 | |
| 8 | AFRM |
Affirm Holdings, Inc.
|
7,188 | $586,181 |
All Filings in COF
Export CSV
23 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $3,614,771 | 18,018 | Shares | Sole | 2026-08-06 | |
| 2025-12-31 | $5,141,909 | 21,216 | Shares | Sole | 2026-02-06 | |
| 2025-09-30 | $2,426,175 | 11,413 | Shares | Sole | 2025-10-21 | |
| 2025-06-30 | $2,251,213 | 10,581 | Shares | Sole | 2025-08-12 | |
| 2024-12-31 | $360,919 | 2,024 | Shares | Sole | 2025-01-31 | |
| 2024-09-30 | $419,842 | 2,804 | Shares | Sole | 2024-10-16 | |
| 2024-06-30 | $369,384 | 2,668 | Shares | Sole | 2024-07-23 | |
| 2024-03-31 | $250,879 | 1,685 | Shares | Sole | 2024-04-23 | |
| 2023-12-31 | $163,113 | 1,244 | Shares | Sole | 2024-01-18 | |
| 2023-09-30 | $91,421 | 942 | Shares | Sole | 2023-10-13 | |
| 2023-06-30 | $104,120 | 952 | Shares | Sole | 2023-07-20 | |
| 2023-03-31 | $78,274 | 814 | Shares | Sole | 2023-05-08 | |
| 2022-12-31 | $59,773 | 643 | Shares | Sole | 2023-02-13 | |
| 2022-09-30 | $25,991 | 282 | Shares | Sole | 2022-11-03 | |
| 2022-06-30 | $44,697 | 429 | Shares | Sole | 2022-07-15 | |
| 2022-03-31 | $42,144 | 321 | Shares | Sole | 2022-07-14 | |
| 2021-09-30 | $105,118 | 649 | Shares | Sole | 2021-10-22 | |
| 2021-06-30 | $87,245 | 564 | Shares | Sole | 2021-07-15 | |
| 2021-03-31 | $67,940 | 534 | Shares | Sole | 2021-04-14 | |
| 2020-12-31 | $42,307 | 428 | Shares | Sole | 2021-01-13 | |
| 2020-09-30 | $198,405 | 2,761 | Shares | Sole | 2020-10-09 | |
| 2020-06-30 | $172,810 | 2,761 | Shares | Sole | 2020-07-13 | |
| 2020-03-31 | $141,276 | 2,802 | Shares | Sole | 2020-04-28 | |
| No filing history on record for this holder in this stock. | ||||||