ACIMA PRIVATE WEALTH, LLC

Position in COF — Capital One Financial Corp

CIK 1761961 RICHMOND, VA

Position in COF

as of Jun 30, 2026 · filed Jul 6, 2026 Compact

Position Value

$420,298

+$38,108 QoQ

Shares Held

2,095

0.0% QoQ

Ownership

0.000%

of shares outstanding

% of Portfolio

0.78%

of 13F equity value

Holder Rank

#1,331

of 2,096 holders

Holding Since

Mar 2020

26 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Financial Services · as of Jun 30, 2026

ACIMA PRIVATE WEALTH, LLC holds $2,461,644 across 4 Credit Services names. COF ranks #2 (17.1% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	V	Visa Inc.	3,810	$1,307,172
2	COF	Capital One Financial Corp This page	2,095	$420,298
3	MA	Mastercard Inc	734	$376,982
4	AXP	American Express Co	1,056	$357,192

26 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$420,298	2,095	0.0%	Shares	Sole	2026-07-06
2026-03-31	$382,190	2,095	0.0%	Shares	Sole	2026-04-06
2025-12-31	$507,744	2,095	0.0%	Shares	Sole	2026-01-15
2025-09-30	$445,355	2,095	0.0%	Shares	Sole	2025-11-10
2025-06-30	$445,732	2,095	+1995.0%	Shares	Sole	2025-07-24
2025-03-31	$17,930	100	0.0%	Shares	Sole	2025-05-09
2024-12-31	$17,832	100	0.0%	Shares	Sole	2025-02-05
2024-09-30	$14,973	100	0.0%	Shares	Sole	2024-11-12
2024-06-30	$13,845	100	-75.1%	Shares	Sole	2024-07-30
2024-03-31	$59,704	401	0.0%	Shares	Sole	2024-05-14
2023-12-31	$52,579	401	0.0%	Shares	Sole	2024-02-29
2023-09-30	$38,917	401	-9.9%	Shares	Sole	2024-02-29
2023-06-30	$48,669	445	0.0%	Shares	Sole	2024-02-29
2023-03-31	$42,791	445	0.0%	Shares	Sole	2024-02-29
2022-12-31	$41,367	445	0.0%	Shares	Sole	2024-02-29
2022-09-30	$41,015	445	0.0%	Shares	Sole	2024-02-29
2022-06-30	$46,364	445	0.0%	Shares	Sole	2024-02-29
2022-03-31	$58,424	445	0.0%	Shares	Sole	2022-05-02
2021-12-31	$64,565	445	0.0%	Shares	Sole	2022-03-10
2021-09-30	$72,076	445	0.0%	Shares	Sole	2021-11-09
2021-06-30	$68,837	445	0.0%	Shares	Sole	2021-08-13
2021-03-31	$56,617	445	0.0%	Shares	Sole	2021-05-14
2020-12-31	$43,988	445	0.0%	Shares	Sole	2021-05-14
2020-09-30	$31,977	445	-2.2%	Shares	Sole	2021-05-14
2020-06-30	$28,478	455	0.0%	Shares	Sole	2021-05-14
2020-03-31	$22,941	455	—	Shares	Sole	2020-05-01
No filing history on record for this holder in this stock.