Accel Wealth Management

Position in COF — Capital One Financial Corp

CIK 1838226 WAVERLY, IA

Position in COF

as of Jun 30, 2026 · filed Jul 10, 2026 Compact

Position Value

$308,754

+$28,542 QoQ

Shares Held

1,539

+0.2% QoQ

Ownership

0.000%

of shares outstanding

% of Portfolio

0.20%

of 13F equity value

Holder Rank

#1,509

of 2,096 holders

Holding Since

Mar 2021

13 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Financial Services · as of Jun 30, 2026

Accel Wealth Management holds $1,549,836 across 5 Credit Services names. COF ranks #4 (19.9% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	V	Visa Inc.	1,250	$428,862
2	AXP	American Express Co	1,009	$341,294
3	MA	Mastercard Inc	638	$327,676
4	COF	Capital One Financial Corp This page	1,539	$308,754
5	WU	Western Union CO	18,604	$143,250

15 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$308,754	1,539	+0.2%	Shares	Sole	2026-07-10
2026-03-31	$280,212	1,536	+40.9%	Shares	Sole	2026-04-08
2025-12-31	$264,172	1,090	+0.1%	Shares	Sole	2026-01-20
2025-09-30	$231,499	1,089	+159.9%	Shares	Sole	2025-10-08
2023-03-31	$40,291	419	-22.7%	Shares	Sole	2023-04-20
2022-12-31	$50,384	542	-58.4%	Shares	Sole	2023-01-26
2022-09-30 COF-PL	$6,908	400	0.0%	Shares	Sole	2022-10-12
2022-09-30	$120,005	1,302	+0.4%	Shares	Sole	2022-10-12
2022-06-30 COF-PL	$7,092	400	—	Shares	Sole	2022-08-03
2022-06-30	$135,134	1,297	+0.4%	Shares	Sole	2022-08-03
2022-03-31	$169,626	1,292	-18.6%	Shares	Sole	2022-04-29
2021-12-31	$230,402	1,588	+90.2%	Shares	Sole	2022-01-18
2021-09-30	$135,244	835	+1268.9%	Shares	Sole	2021-11-04
2021-06-30	$9,436	61	0.0%	Shares	Sole	2021-08-03
2021-03-31	$7,761	61	—	Shares	Sole	2021-05-10
No filing history on record for this holder in this stock.