Charter Oak Capital Management, LLC
Position in COF — Capital One Financial Corp
CIK 1810720
PORTSMOUTH, NH
Position in COF
as of Mar 31, 2026
· filed Apr 24, 2026
Position Value
$267,989
-$91,188 QoQ
Shares Held
1,469
-0.9% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.08%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Dec 2020
11 quarters on record
Voting authority
Sole 8%
Shared 0%
None 92%
Common Shares in COF Over Time
Shares Held
Position Value (USD)
Position in Credit Services
Financial Services · as of Mar 31, 2026Charter Oak Capital Management, LLC holds $1,667,919 across 3 Credit Services names. COF ranks #3 (16.1% of the industry book) .
All Filings in COF
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11 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $267,989 | 1,469 | Shares | Sole | 2026-04-24 | |
| 2025-12-31 | $359,177 | 1,482 | Shares | Sole | 2026-01-23 | |
| 2025-09-30 | $316,744 | 1,490 | Shares | Sole | 2025-10-30 | |
| 2025-06-30 | $317,863 | 1,494 | Shares | Sole | 2025-07-10 | |
| 2022-06-30 | $12,086 | 116 | Shares | Sole | 2022-07-21 | |
| 2022-03-31 | $32,953 | 251 | Shares | Sole | 2022-05-05 | |
| 2021-12-31 | $16,830 | 116 | Shares | Sole | 2022-02-09 | |
| 2021-09-30 | $18,788 | 116 | Shares | Sole | 2021-11-08 | |
| 2021-06-30 | $17,944 | 116 | Shares | Sole | 2021-07-29 | |
| 2021-03-31 | $14,758 | 116 | Shares | Sole | 2021-05-17 | |
| 2020-12-31 | $11,466 | 116 | Shares | Sole | 2021-02-12 | |
| No filing history on record for this holder in this stock. | ||||||