Sound View Wealth Advisors Group, LLC
Position in COF — Capital One Financial Corp
CIK 1784777
SAVANNAH, GA
Position in COF
as of Jun 30, 2026
· filed Aug 11, 2026
Position Value
$558,124
-$45,719 QoQ
Shares Held
2,782
-16.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.06%
of 13F equity value
Holder Rank
#1,218
of 2,096 holders
Holding Since
Jun 2021
17 quarters on record
Voting authority
Sole 59%
Shared 0%
None 41%
Common Shares in COF Over Time
Shares Held
Position Value (USD)
Position in Credit Services
Financial Services · as of Jun 30, 2026Sound View Wealth Advisors Group, LLC holds $12,473,435 across 4 Credit Services names. COF ranks #4 (4.5% of the industry book) .
All Filings in COF
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17 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $558,124 | 2,782 | Shares | Sole | 2026-08-11 | |
| 2026-03-31 | $603,843 | 3,310 | Shares | Sole | 2026-05-06 | |
| 2025-12-31 | $627,227 | 2,588 | Shares | Sole | 2026-01-08 | |
| 2025-09-30 | $575,028 | 2,705 | Shares | Sole | 2025-11-10 | |
| 2025-06-30 | $629,556 | 2,959 | Shares | Sole | 2025-08-07 | |
| 2025-03-31 | $347,304 | 1,937 | Shares | Sole | 2025-05-08 | |
| 2024-12-31 | $343,622 | 1,927 | Shares | Sole | 2025-02-07 | |
| 2024-09-30 | $288,529 | 1,927 | Shares | Sole | 2024-11-12 | |
| 2024-06-30 | $255,440 | 1,845 | Shares | Sole | 2024-08-05 | |
| 2024-03-31 | $274,702 | 1,845 | Shares | Sole | 2024-05-09 | |
| 2023-12-31 | $252,668 | 1,927 | Shares | Sole | 2024-02-08 | |
| 2022-12-31 | $179,133 | 1,927 | Shares | Sole | 2024-02-13 | |
| 2022-09-30 | $230,425 | 2,500 | Shares | Sole | 2022-11-08 | |
| 2022-06-30 | $256,932 | 2,466 | Shares | Sole | 2022-08-05 | |
| 2021-12-31 | $204,286 | 1,408 | Shares | Sole | 2022-01-20 | |
| 2021-09-30 | $226,596 | 1,399 | Shares | Sole | 2021-10-21 | |
| 2021-06-30 | $205,583 | 1,329 | Shares | Sole | 2021-07-21 | |
| No filing history on record for this holder in this stock. | ||||||