CM WEALTH ADVISORS LLC

Position in COF — Capital One Financial Corp

CIK 1764581 BEACHWOOD, OH

Position in COF

as of Jun 30, 2026 · filed Aug 10, 2026 Compact

Position Value

$322,797

+$29,268 QoQ

Shares Held

1,609

0.0% QoQ

Ownership

0.000%

of shares outstanding

% of Portfolio

0.12%

of 13F equity value

Holder Rank

#1,480

of 2,096 holders

Holding Since

Dec 2025

3 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Financial Services · as of Jun 30, 2026

CM WEALTH ADVISORS LLC holds $4,656,907 across 4 Credit Services names. COF ranks #3 (6.9% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	V	Visa Inc.	9,160	$3,142,704
2	MA	Mastercard Inc	1,862	$956,323
3	COF	Capital One Financial Corp This page	1,609	$322,797
4	AXP	American Express Co	695	$235,083

3 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$322,797	1,609	0.0%	Shares	Sole	2026-08-10
2026-03-31	$293,529	1,609	-30.3%	Shares	Sole	2026-05-08
2025-12-31	$559,124	2,307	—	Shares	Sole	2026-01-26
No filing history on record for this holder in this stock.