SCHWARZ DYGOS WHEELER INVESTMENT ADVISORS LLC
Position in COF — Capital One Financial Corp
CIK 1794153
MINNEAPOLIS, MN
Position in COF
as of Jun 30, 2026
· filed Aug 7, 2026
Position Value
$913,824
+$110,220 QoQ
Shares Held
4,555
+3.4% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.31%
of 13F equity value
Holder Rank
#1,034
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)
Position in Credit Services
Financial Services · as of Jun 30, 2026SCHWARZ DYGOS WHEELER INVESTMENT ADVISORS LLC holds $5,055,661 across 4 Credit Services names. COF ranks #2 (18.1% of the industry book) .
All Filings in COF
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23 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $913,824 | 4,555 | Shares | Sole | 2026-08-07 | |
| 2026-03-31 | $803,604 | 4,405 | Shares | Sole | 2026-05-08 | |
| 2025-12-31 | $1,067,595 | 4,405 | Shares | Sole | 2026-02-09 | |
| 2025-09-30 | $956,822 | 4,501 | Shares | Sole | 2025-11-07 | |
| 2025-06-30 | $957,632 | 4,501 | Shares | Sole | 2025-08-08 | |
| 2025-03-31 | $598,144 | 3,336 | Shares | Sole | 2025-05-02 | |
| 2024-12-31 | $594,875 | 3,336 | Shares | Sole | 2025-02-07 | |
| 2024-09-30 | $499,499 | 3,336 | Shares | Sole | 2024-11-08 | |
| 2024-06-30 | $461,869 | 3,336 | Shares | Sole | 2024-08-02 | |
| 2024-03-31 | $496,697 | 3,336 | Shares | Sole | 2024-05-03 | |
| 2023-12-31 | $437,416 | 3,336 | Shares | Sole | 2024-02-05 | |
| 2023-09-30 | $323,758 | 3,336 | Shares | Sole | 2023-11-03 | |
| 2023-06-30 | $364,858 | 3,336 | Shares | Sole | 2023-08-11 | |
| 2023-03-31 | $320,789 | 3,336 | Shares | Sole | 2023-04-27 | |
| 2022-12-31 | $310,114 | 3,336 | Shares | Sole | 2023-02-09 | |
| 2022-09-30 | $307,479 | 3,336 | Shares | Sole | 2022-11-04 | |
| 2022-06-30 | $347,577 | 3,336 | Shares | Sole | 2022-08-09 | |
| 2022-03-31 | $437,983 | 3,336 | Shares | Sole | 2022-05-11 | |
| 2021-12-31 | $484,020 | 3,336 | Shares | Sole | 2022-02-08 | |
| 2021-09-30 | $540,331 | 3,336 | Shares | Sole | 2021-10-21 | |
| 2021-06-30 | $516,045 | 3,336 | Shares | Sole | 2021-07-28 | |
| 2021-03-31 | $424,439 | 3,336 | Shares | Sole | 2021-05-07 | |
| 2020-12-31 | $329,763 | 3,336 | Shares | Sole | 2021-02-12 | |
| No filing history on record for this holder in this stock. | ||||||