Position in COF
as of Jun 30, 2026
· filed Aug 10, 2026
Position Value
$3,565,418
+$570,466 QoQ
Shares Held
17,772
+8.3% QoQ
Ownership
0.003%
of shares outstanding
% of Portfolio
0.10%
of 13F equity value
Holder Rank
#631
of 2,096 holders
Holding Since
Mar 2020
20 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, 2026Arkadios Wealth Advisors holds $50,091,237 across 9 Credit Services names. COF ranks #5 (7.1% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | V |
Visa Inc.
|
60,859 | $20,880,113 | |
| 2 | MA |
Mastercard Inc
|
17,897 | $9,191,898 | |
| 3 | AXP |
American Express Co
|
19,960 | $6,751,469 | |
| 4 | PYPL |
PayPal Holdings, Inc.
|
149,424 | $6,452,127 | |
| 5 | COF |
Capital One Financial Corp
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|
17,772 | $3,565,418 | |
| 6 | SOFI |
SoFi Technologies, Inc.
|
113,587 | $2,036,614 | |
| 7 | SYF |
Synchrony Financial
|
6,219 | $472,954 | |
| 8 | OMF |
OneMain Holdings, Inc.
|
7,191 | $438,434 |
All Filings in COF
Export CSV
20 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $3,565,418 | 17,772 | Shares | Sole | 2026-08-10 | |
| 2026-03-31 | $2,994,952 | 16,417 | Shares | Sole | 2026-05-18 | |
| 2025-12-31 | $5,744,415 | 23,702 | Shares | Sole | 2026-02-13 | |
| 2025-09-30 | $3,808,370 | 17,915 | Shares | Sole | 2025-10-29 | |
| 2025-06-30 | $3,427,775 | 16,111 | Shares | Sole | 2025-08-04 | |
| 2025-03-31 | $1,959,210 | 10,927 | Shares | Sole | 2025-05-08 | |
| 2024-12-31 | $316,696 | 1,776 | Shares | Sole | 2025-01-15 | |
| 2024-09-30 | $266,519 | 1,780 | Shares | Sole | 2024-10-24 | |
| 2024-06-30 | $237,303 | 1,714 | Shares | Sole | 2024-07-29 | |
| 2024-03-31 | $231,821 | 1,557 | Shares | Sole | 2024-04-30 | |
| 2023-12-31 | $245,850 | 1,875 | Shares | Sole | 2024-01-24 | |
| 2022-03-31 | $291,857 | 2,223 | Shares | Sole | 2022-05-02 | |
| 2021-12-31 | $314,700 | 2,169 | Shares | Sole | 2022-02-03 | |
| 2021-09-30 | $465,015 | 2,871 | Shares | Sole | 2021-10-19 | |
| 2021-06-30 | $581,634 | 3,760 | Shares | Sole | 2021-07-28 | |
| 2021-03-31 | $457,519 | 3,596 | Shares | Sole | 2021-04-26 | |
| 2020-12-31 | $324,030 | 3,278 | Shares | Sole | 2021-02-09 | |
| 2020-09-30 | $75,237 | 1,047 | Shares | Sole | 2020-11-10 | |
| 2020-06-30 | $82,681 | 1,321 | Shares | Sole | 2020-08-10 | |
| 2020-03-31 | $74,470 | 1,477 | Shares | Sole | 2020-05-14 | |
| No filing history on record for this holder in this stock. | ||||||