Position in COF
as of Jun 30, 2026
· filed Jul 16, 2026
Position Value
$1,853,929
+$216,255 QoQ
Shares Held
9,241
+2.9% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.15%
of 13F equity value
Holder Rank
#796
of 2,096 holders
Holding Since
Mar 2022
13 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, 2026Aaron Wealth Advisors LLC holds $20,844,554 across 8 Credit Services names. COF ranks #4 (8.9% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | V |
Visa Inc.
|
26,947 | $9,245,246 | |
| 2 | MA |
Mastercard Inc
|
9,530 | $4,894,608 | |
| 3 | AXP |
American Express Co
|
7,192 | $2,432,694 | |
| 4 | COF |
Capital One Financial Corp
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|
9,241 | $1,853,929 | |
| 5 | SYF |
Synchrony Financial
|
10,278 | $781,641 | |
| 6 | PYPL |
PayPal Holdings, Inc.
|
14,347 | $619,503 | |
| 7 | ALLY |
Ally Financial Inc.
|
12,269 | $563,760 | |
| 8 | AFRM |
Affirm Holdings, Inc.
|
5,557 | $453,173 |
All Filings in COF
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13 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,853,929 | 9,241 | Shares | Sole | 2026-07-16 | |
| 2026-03-31 | $1,637,674 | 8,977 | Shares | Sole | 2026-04-21 | |
| 2025-12-31 | $2,944,674 | 12,150 | Shares | Sole | 2026-01-21 | |
| 2025-09-30 | $2,224,862 | 10,466 | Shares | Sole | 2025-10-03 | |
| 2025-06-30 | $1,461,022 | 6,867 | Shares | Sole | 2025-07-09 | |
| 2025-03-31 | $588,462 | 3,282 | Shares | Sole | 2025-04-28 | |
| 2024-12-31 | $567,235 | 3,181 | Shares | Sole | 2025-01-15 | |
| 2024-09-30 | $431,521 | 2,882 | Shares | Sole | 2024-10-17 | |
| 2024-06-30 | $284,791 | 2,057 | Shares | Sole | 2024-07-22 | |
| 2024-03-31 | $257,728 | 1,731 | Shares | Sole | 2024-04-25 | |
| 2022-09-30 | $494,399 | 5,364 | Shares | Sole | 2022-10-21 | |
| 2022-06-30 | $611,803 | 5,872 | Shares | Sole | 2022-07-22 | |
| 2022-03-31 | $7,107,000 | 933,078 | Shares | Sole | 2022-05-10 | |
| No filing history on record for this holder in this stock. | ||||||