CBIZ Investment Advisory Services, LLC
Position in COF — Capital One Financial Corp
CIK 1795934
INDEPENDENCE, OH
Position in COF
as of Jun 30, 2026
· filed Aug 13, 2026
Position Value
$25,679
+$2,328 QoQ
Shares Held
128
0.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#1,950
of 2,096 holders
Holding Since
Dec 2024
6 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in COF Over Time
Shares Held
Position Value (USD)
Position in Credit Services
Financial Services · as of Jun 30, 2026CBIZ Investment Advisory Services, LLC holds $68,667 across 4 Credit Services names. COF ranks #2 (37.4% of the industry book) .
All Filings in COF
Export CSV
6 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $25,679 | 128 | Shares | Sole | 2026-08-13 | |
| 2026-03-31 | $23,351 | 128 | Shares | Sole | 2026-05-12 | |
| 2025-12-31 | $54,773 | 226 | Shares | Sole | 2026-02-09 | |
| 2025-09-30 | $46,980 | 221 | Shares | Sole | 2025-11-06 | |
| 2025-06-30 | $54,679 | 257 | Shares | Sole | 2025-08-11 | |
| 2024-12-31 | $3,209 | 18 | Shares | Sole | 2025-02-10 | |
| No filing history on record for this holder in this stock. | ||||||