Avantra Family Wealth, Inc.
Position in COF — Capital One Financial Corp
CIK 1774744
MECHANICSBURG, PA
Position in COF
as of Jun 30, 2026
· filed Jul 29, 2026
Position Value
$334,834
-$83,842 QoQ
Shares Held
1,669
-27.3% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.30%
of 13F equity value
Holder Rank
#1,459
of 2,096 holders
Holding Since
Sep 2025
4 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, 2026Avantra Family Wealth, Inc. holds $1,168,819 across 3 Credit Services names. COF ranks #3 (28.6% of the industry book) .
All Filings in COF
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4 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $334,834 | 1,669 | Shares | Sole | 2026-07-29 | |
| 2026-03-31 | $418,676 | 2,295 | Shares | Sole | 2026-04-22 | |
| 2025-12-31 | $201,158 | 830 | Shares | Sole | 2026-01-21 | |
| 2025-09-30 | $218,107 | 1,026 | Shares | Sole | 2025-10-28 | |
| No filing history on record for this holder in this stock. | ||||||