Center for Financial Planning, Inc.
Position in COF — Capital One Financial Corp
CIK 1803557
SOUTHFIED, MI
Position in COF
as of Jun 30, 2026
· filed Jul 21, 2026
Position Value
$3,611
+$328 QoQ
Shares Held
18
0.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#2,058
of 2,096 holders
Holding Since
Mar 2020
6 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, 2026Center for Financial Planning, Inc. holds $3,535,923 across 8 Credit Services names. COF ranks #8 (0.1% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | AXP |
American Express Co
|
6,414 | $2,169,535 | |
| 2 | V |
Visa Inc.
|
2,035 | $698,188 | |
| 3 | CACC |
Credit Acceptance Corp
|
670 | $426,615 | |
| 4 | MA |
Mastercard Inc
|
300 | $154,080 | |
| 5 | PYPL |
PayPal Holdings, Inc.
|
960 | $41,452 | |
| 6 | SYF |
Synchrony Financial
|
340 | $25,857 | |
| 7 | SOFI |
SoFi Technologies, Inc.
|
925 | $16,585 | |
| 8 | COF |
Capital One Financial Corp
This page
|
18 | $3,611 |
All Filings in COF
Export CSV
6 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $3,611 | 18 | Shares | Sole | 2026-07-21 | |
| 2026-03-31 | $3,283 | 18 | Shares | Sole | 2026-05-04 | |
| 2025-12-31 | $4,362 | 18 | Shares | Sole | 2026-02-05 | |
| 2025-09-30 | $3,826 | 18 | Shares | Sole | 2025-11-06 | |
| 2025-06-30 | $3,829 | 18 | Shares | Sole | 2025-08-04 | |
| 2020-03-31 | $2,672 | 53 | Shares | Sole | 2020-05-11 | |
| No filing history on record for this holder in this stock. | ||||||