Strategic Wealth Investment Group, LLC
Position in COF — Capital One Financial Corp
CIK 1802365
LOUISVILLE, KY
Position in COF
as of Jun 30, 2026
· filed Aug 4, 2026
Position Value
$538,865
+$127,668 QoQ
Shares Held
2,686
+19.2% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.10%
of 13F equity value
Holder Rank
#1,228
of 2,096 holders
Holding Since
Sep 2025
4 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, 2026Strategic Wealth Investment Group, LLC holds $21,211,946 across 3 Credit Services names. COF ranks #3 (2.5% of the industry book) .
All Filings in COF
Export CSV
4 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $538,865 | 2,686 | Shares | Sole | 2026-08-04 | |
| 2026-03-31 | $411,197 | 2,254 | Shares | Sole | 2026-05-11 | |
| 2025-12-31 | $557,670 | 2,301 | Shares | Sole | 2026-02-11 | |
| 2025-09-30 | $785,483 | 3,695 | Shares | Sole | 2025-11-14 | |
| No filing history on record for this holder in this stock. | ||||||