Position in COF
as of Mar 31, 2026
· filed Apr 23, 2026
Position Value
$212,165
-$133,197 QoQ
Shares Held
1,163
-18.4% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.16%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Sep 2025
3 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, 2026waypoint wealth counsel holds $206,789 across 1 Credit Services name.
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | PYPL |
PayPal Holdings, Inc.
|
4,789 | $206,789 |
All Filings in COF
Export CSV
3 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $212,165 | 1,163 | Shares | Sole | 2026-04-23 | |
| 2025-12-31 | $345,362 | 1,425 | Shares | Sole | 2026-01-28 | |
| 2025-09-30 | $224,909 | 1,058 | Shares | Sole | 2025-10-20 | |
| No filing history on record for this holder in this stock. | ||||||