Position in COF
as of Jun 30, 2026
· filed Aug 5, 2026
Position Value
$725,639
+$31,496 QoQ
Shares Held
3,617
-4.9% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.12%
of 13F equity value
Holder Rank
#1,121
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, 2026Advisor OS, LLC holds $8,261,881 across 5 Credit Services names. COF ranks #4 (8.8% 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 | $725,639 | 3,617 | Shares | Sole | 2026-08-05 | |
| 2026-03-31 | $694,143 | 3,805 | Shares | Sole | 2026-05-08 | |
| 2025-12-31 | $790,089 | 3,260 | Shares | Sole | 2026-02-04 | |
| 2025-09-30 | $684,716 | 3,221 | Shares | Sole | 2025-11-12 | |
| 2025-06-30 | $419,986 | 1,974 | Shares | Sole | 2025-08-14 | |
| No filing history on record for this holder in this stock. | ||||||