Cornerstone Wealth Group, LLC

Position in COF — Capital One Financial Corp

CIK 1774879 HUNTERSVILLE, NC

Position in COF

as of Jun 30, 2026 · filed Jul 27, 2026 Compact

Position Value

$569,560

+$57,297 QoQ

Shares Held

2,839

+1.1% QoQ

Ownership

0.000%

of shares outstanding

% of Portfolio

0.05%

of 13F equity value

Holder Rank

#1,212

of 2,095 holders

Holding Since

Mar 2021

12 quarters on record

Voting authority Sole 1% Shared 0% None 99%

Financial Services · as of Jun 30, 2026

Cornerstone Wealth Group, LLC holds $14,543,713 across 6 Credit Services names. COF ranks #4 (3.9% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	V	Visa Inc.	26,168	$8,977,979
2	MA	Mastercard Inc	6,670	$3,425,712
3	AXP	American Express Co	3,389	$1,146,329
4	COF	Capital One Financial Corp This page	2,839	$569,560
5	PYPL	PayPal Holdings, Inc.	4,928	$212,791
6	SYF	Synchrony Financial	2,779	$211,342

12 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$569,560	2,839	+1.1%	Shares	Sole	2026-07-27
2026-03-31	$512,263	2,808	+31.1%	Shares	Sole	2026-04-22
2025-12-31	$519,135	2,142	+7.2%	Shares	Sole	2026-01-26
2025-09-30	$424,947	1,999	+9.3%	Shares	Sole	2025-10-30
2025-06-30	$389,138	1,829	+41.5%	Shares	Sole	2025-07-28
2025-03-31	$231,834	1,293	+6.9%	Shares	Sole	2025-04-23
2024-12-31	$215,588	1,209	-92.3%	Shares	Sole	2025-01-22
2022-03-31	$2,069,918	15,766	-25.2%	Shares	Sole	2022-04-25
2021-12-31	$3,056,175	21,064	+4.9%	Shares	Sole	2022-01-25
2021-09-30	$3,253,005	20,084	-12.6%	Shares	Sole	2021-10-29
2021-06-30	$3,553,538	22,972	+8.5%	Shares	Sole	2021-07-21
2021-03-31	$2,694,985	21,182	—	Shares	Sole	2021-04-26
No filing history on record for this holder in this stock.