Keudell/Morrison Wealth Management
Position in COF — Capital One Financial Corp
CIK 1785498
Salem, OR
Position in COF
as of Jun 30, 2026
· filed Jul 15, 2026
Position Value
$334,232
+$12,426 QoQ
Shares Held
1,666
-5.6% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.16%
of 13F equity value
Holder Rank
#1,461
of 2,096 holders
Holding Since
Dec 2024
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, 2026Keudell/Morrison Wealth Management holds $5,387,023 across 4 Credit Services names. COF ranks #4 (6.2% 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 | $334,232 | 1,666 | Shares | Sole | 2026-07-15 | |
| 2026-03-31 | $321,806 | 1,764 | Shares | Sole | 2026-04-20 | |
| 2025-12-31 | $321,611 | 1,327 | Shares | Sole | 2026-02-06 | |
| 2025-06-30 | $203,824 | 958 | Shares | Sole | 2025-07-22 | |
| 2024-12-31 | $234,847 | 1,317 | Shares | Sole | 2025-01-23 | |
| No filing history on record for this holder in this stock. | ||||||