Position in COF
as of Jun 30, 2026
· filed Jul 13, 2026
Position Value
$830,366
+$307,705 QoQ
Shares Held
4,139
+44.5% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.03%
of 13F equity value
Holder Rank
#1,068
of 2,095 holders
Holding Since
Jun 2021
20 quarters on record
Voting authority
Sole 56%
Shared 0%
None 44%
Common Shares in COF Over Time
Shares Held
Position Value (USD)
Position in Credit Services
Financial Services · as of Jun 30, 2026SteelPeak Wealth, LLC holds $28,453,503 across 6 Credit Services names. COF ranks #5 (2.9% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | V |
Visa Inc.
|
34,369 | $11,791,660 | |
| 2 | MA |
Mastercard Inc
|
19,913 | $10,227,316 | |
| 3 | SYF |
Synchrony Financial
|
42,605 | $3,240,110 | |
| 4 | AFRM |
Affirm Holdings, Inc.
|
20,428 | $1,665,903 | |
| 5 | COF |
Capital One Financial Corp
This page
|
4,139 | $830,366 | |
| 6 | AXP |
American Express Co
|
2,064 | $698,148 |
All Filings in COF
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20 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $830,366 | 4,139 | Shares | Sole | 2026-07-13 | |
| 2026-03-31 | $522,661 | 2,865 | Shares | Sole | 2026-05-05 | |
| 2025-12-31 | $918,544 | 3,790 | Shares | Sole | 2026-01-20 | |
| 2025-09-30 | $1,522,285 | 7,161 | Shares | Sole | 2025-10-21 | |
| 2025-06-30 | $1,385,705 | 6,513 | Shares | Sole | 2025-07-23 | |
| 2025-03-31 | $1,093,909 | 6,101 | Shares | Sole | 2025-05-01 | |
| 2024-12-31 | $1,087,395 | 6,098 | Shares | Sole | 2025-01-23 | |
| 2024-09-30 | $768,713 | 5,134 | Shares | Sole | 2024-10-25 | |
| 2024-06-30 | $718,693 | 5,191 | Shares | Sole | 2024-07-17 | |
| 2024-03-31 | $4,437,070 | 29,801 | Shares | Sole | 2024-04-18 | |
| 2023-12-31 | $2,410,116 | 18,381 | Shares | Sole | 2024-01-24 | |
| 2023-09-30 | $3,176,640 | 32,732 | Shares | Sole | 2023-11-03 | |
| 2023-06-30 | $3,370,455 | 30,817 | Shares | Sole | 2023-08-03 | |
| 2023-03-31 | $2,359,958 | 24,542 | Shares | Sole | 2023-05-08 | |
| 2022-12-31 | $1,479,365 | 15,914 | Shares | Sole | 2023-01-25 | |
| 2022-09-30 | $1,910,868 | 20,732 | Shares | Sole | 2022-10-26 | |
| 2022-06-30 | $2,074,839 | 19,914 | Shares | Sole | 2022-08-02 | |
| 2022-03-31 | $586,997 | 4,471 | Shares | Sole | 2022-05-10 | |
| 2021-12-31 | $530,303 | 3,655 | Shares | Sole | 2022-01-31 | |
| 2021-06-30 | $426,325 | 2,756 | Shares | Sole | 2021-08-13 | |
| No filing history on record for this holder in this stock. | ||||||