Position in COF
as of Jun 30, 2026
· filed Aug 6, 2026
Position Value
$244,957
+$22,210 QoQ
Shares Held
1,221
0.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.06%
of 13F equity value
Holder Rank
#1,626
of 2,096 holders
Holding Since
Jun 2025
5 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, 2026Centric Wealth Management holds $10,369,460 across 4 Credit Services names. COF ranks #4 (2.4% of the industry book) .
All Filings in COF
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5 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $244,957 | 1,221 | Shares | Sole | 2026-08-06 | |
| 2026-03-31 | $222,747 | 1,221 | Shares | Sole | 2026-05-12 | |
| 2025-12-31 | $335,426 | 1,384 | Shares | Sole | 2026-02-04 | |
| 2025-09-30 | $293,785 | 1,382 | Shares | Sole | 2025-11-04 | |
| 2025-06-30 | $284,885 | 1,339 | Shares | Sole | 2025-08-12 | |
| No filing history on record for this holder in this stock. | ||||||