Dynamic Wealth Strategies, LLC
Position in COF — Capital One Financial Corp
CIK 1812853
GRANITE BAY, CA
Position in COF
as of Jun 30, 2026
· filed Jul 23, 2026
Position Value
$326,609
+$83,065 QoQ
Shares Held
1,628
+21.9% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
1.49%
of 13F equity value
Holder Rank
#1,474
of 2,096 holders
Holding Since
Dec 2023
11 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, 2026Dynamic Wealth Strategies, LLC holds $655,868 across 5 Credit Services names. COF ranks #1 (49.8% of the industry book) .
All Filings in COF
Export CSV
11 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $326,609 | 1,628 | Shares | Sole | 2026-07-23 | |
| 2026-03-31 | $243,544 | 1,335 | Shares | Sole | 2026-05-13 | |
| 2025-12-31 | $398,439 | 1,644 | Shares | Sole | 2026-02-04 | |
| 2025-09-30 | $284,644 | 1,339 | Shares | Sole | 2025-10-29 | |
| 2025-06-30 | $288,715 | 1,357 | Shares | Sole | 2025-08-13 | |
| 2025-03-31 | $276,122 | 1,540 | Shares | Sole | 2025-05-13 | |
| 2024-12-31 | $272,116 | 1,526 | Shares | Sole | 2025-02-13 | |
| 2024-09-30 | $242,562 | 1,620 | Shares | Sole | 2024-11-13 | |
| 2024-06-30 | $244,364 | 1,765 | Shares | Sole | 2024-08-15 | |
| 2024-03-31 | $265,173 | 1,781 | Shares | Sole | 2024-05-15 | |
| 2023-12-31 | $241,654 | 1,843 | Shares | Sole | 2024-02-13 | |
| No filing history on record for this holder in this stock. | ||||||