Regent Peak Wealth Advisors LLC
Position in COF — Capital One Financial Corp
CIK 1803329
ATLANTA, GA
Position in COF
as of Jun 30, 2026
· filed Jul 10, 2026
Position Value
$229,910
+$21,575 QoQ
Shares Held
1,146
+0.4% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.09%
of 13F equity value
Holder Rank
#1,668
of 2,096 holders
Holding Since
Dec 2020
5 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, 2026Regent Peak Wealth Advisors LLC holds $3,514,294 across 4 Credit Services names. COF ranks #4 (6.5% of the industry book) .
All Filings in COF
Export CSV
5 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $229,910 | 1,146 | Shares | Sole | 2026-07-10 | |
| 2026-03-31 | $208,335 | 1,142 | Shares | Sole | 2026-04-14 | |
| 2025-12-31 | $267,565 | 1,104 | Shares | Sole | 2026-01-08 | |
| 2025-09-30 | $229,798 | 1,081 | Shares | Sole | 2025-10-16 | |
| 2020-12-31 | $30,445 | 308 | Shares | Sole | 2021-02-12 | |
| No filing history on record for this holder in this stock. | ||||||