Kingsview Wealth Management, LLC
Position in COF — Capital One Financial Corp
CIK 1791965
GRANTS PASS, OR
Position in COF
as of Jun 30, 2026
· filed Aug 19, 2026
Position Value
$4,308,916
-$5,615,275 QoQ
Shares Held
21,478
-60.5% QoQ
Ownership
0.003%
of shares outstanding
% of Portfolio
0.12%
of 13F equity value
Holder Rank
#584
of 2,096 holders
Holding Since
Dec 2020
23 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in COF Over Time
Shares Held
Position Value (USD)
Derivatives in COF
reported options exposure · as of Mar 31, 2026CallValue
$72,972
CallShares
400
PutValue
$0
PutShares
0
Notional value of option positions as reported on Form 13F. Calls and puts are disclosed separately and do not net against the common-share stake above.
Position in Credit Services
Financial Services · as of Jun 30, 2026Kingsview Wealth Management, LLC holds $44,680,215 across 10 Credit Services names. COF ranks #4 (9.6% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | V |
Visa Inc.
|
49,600 | $17,017,264 | |
| 2 | AXP |
American Express Co
|
24,455 | $8,271,903 | |
| 3 | MA |
Mastercard Inc
|
15,025 | $7,716,840 | |
| 4 | COF |
Capital One Financial Corp
This page
|
21,478 | $4,308,916 | |
| 5 | FCFS |
FirstCash Holdings, Inc.
|
19,026 | $4,115,703 | |
| 6 | OMF |
OneMain Holdings, Inc.
|
14,752 | $899,429 | |
| 7 | SYF |
Synchrony Financial
|
9,539 | $725,440 | |
| 8 | PYPL |
PayPal Holdings, Inc.
|
15,039 | $649,384 |
All Filings in COF
Export CSV
25 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $4,308,916 | 21,478 | Shares | Sole | 2026-08-19 | |
| 2026-03-31 | $9,924,191 | 54,400 | Shares | Sole | 2026-05-12 | |
| 2026-03-31 | $72,972 | 400 | Call | Sole | 2026-05-12 | |
| 2025-12-31 | $54,406,911 | 224,488 | Shares | Sole | 2026-02-09 | |
| 2025-09-30 | $2,419,372 | 11,381 | Shares | Sole | 2025-11-12 | |
| 2025-06-30 | $2,484,398 | 11,677 | Shares | Sole | 2025-08-08 | |
| 2025-03-31 | $1,676,992 | 9,353 | Shares | Sole | 2025-05-02 | |
| 2024-12-31 | $1,477,916 | 8,288 | Shares | Sole | 2025-01-28 | |
| 2024-09-30 | $1,177,476 | 7,864 | Shares | Sole | 2024-11-12 | |
| 2024-06-30 | $719,524 | 5,197 | Shares | Sole | 2024-08-14 | |
| 2024-03-31 | $2,596,790 | 17,441 | Shares | Defined | 2024-05-09 | |
| 2023-12-31 | $2,186,688 | 16,677 | Shares | Sole | 2024-02-08 | |
| 2023-09-30 | $449,632 | 4,633 | Shares | Sole | 2023-11-07 | |
| 2023-06-30 | $521,804 | 4,771 | Shares | Sole | 2023-08-10 | |
| 2023-03-31 | $459,548 | 4,779 | Shares | Sole | 2023-05-15 | |
| 2022-12-31 | $398,798 | 4,290 | Shares | Sole | 2023-02-13 | |
| 2022-09-30 | $357,988 | 3,884 | Shares | Sole | 2022-11-15 | |
| 2022-06-30 | $372,896 | 3,579 | Shares | Sole | 2022-08-16 | |
| 2022-03-31 | $535,794 | 4,081 | Shares | Sole | 2024-02-08 | |
| 2021-12-31 | $582,536 | 4,015 | Shares | Sole | 2022-02-17 | |
| 2021-09-30 | $480,564 | 2,967 | Shares | Sole | 2021-12-03 | |
| 2021-06-30 | $456,954 | 2,954 | Shares | Sole | 2021-08-17 | |
| 2021-06-30 | $2,000 | 300 | Call | Sole | 2021-08-17 | |
| 2021-03-31 | $385,888 | 3,033 | Shares | Sole | 2021-05-24 | |
| 2020-12-31 | $281,722 | 2,850 | Shares | Sole | 2021-02-16 | |
| No filing history on record for this holder in this stock. | ||||||