Xcel Wealth Management, LLC

Position in COF — Capital One Financial Corp

CIK 1791002 Holly Hill, FL

Position in COF

as of Jun 30, 2026 · filed Jul 24, 2026 Compact

Position Value

$10,987,957

+$1,064,495 QoQ

Shares Held

54,770

+0.7% QoQ

Ownership

0.009%

of shares outstanding

% of Portfolio

2.84%

of 13F equity value

Holder Rank

#402

of 2,096 holders

Holding Since

Jun 2021

7 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Financial Services · as of Jun 30, 2026

Xcel Wealth Management, LLC holds $18,663,153 across 4 Credit Services names. COF ranks #1 (58.9% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	COF	Capital One Financial Corp This page	54,770	$10,987,957
2	SOFI	SoFi Technologies, Inc.	269,738	$4,836,402
3	AXP	American Express Co	4,948	$1,673,661
4	V	Visa Inc.	3,396	$1,165,133

7 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$10,987,957	54,770	+0.7%	Shares	Sole	2026-07-24
2026-03-31	$9,923,462	54,396	+17.7%	Shares	Sole	2026-04-21
2025-12-31	$11,204,302	46,230	+5.1%	Shares	Sole	2026-01-26
2025-09-30	$9,350,756	43,987	+0.9%	Shares	Sole	2025-10-29
2025-06-30	$9,279,314	43,614	+86.1%	Shares	Sole	2025-07-15
2025-03-31	$4,202,792	23,440	+1574.3%	Shares	Sole	2025-04-28
2021-06-30	$216,566	1,400	—	Shares	Sole	2021-07-15
No filing history on record for this holder in this stock.