BAKER TILLY WEALTH MANAGEMENT, LLC

Position in COF — Capital One Financial Corp

CIK 1840565 MADISON, WI

Position in COF

as of Jun 30, 2026 · filed Jul 17, 2026 Compact

Position Value

$1,174,228

+$140,033 QoQ

Shares Held

5,853

+3.2% QoQ

Ownership

0.001%

of shares outstanding

% of Portfolio

0.54%

of 13F equity value

Holder Rank

#945

of 2,096 holders

Holding Since

Mar 2021

22 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Financial Services · as of Jun 30, 2026

BAKER TILLY WEALTH MANAGEMENT, LLC holds $6,938,814 across 5 Credit Services names. COF ranks #2 (16.9% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	V	Visa Inc.	10,956	$3,758,894
2	COF	Capital One Financial Corp This page	5,853	$1,174,228
3	AXP	American Express Co	3,027	$1,023,882
4	MA	Mastercard Inc	1,202	$617,347
5	SOFI	SoFi Technologies, Inc.	20,327	$364,463

22 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$1,174,228	5,853	+3.2%	Shares	Sole	2026-07-17
2026-03-31	$1,034,195	5,669	+19.3%	Shares	Sole	2026-04-10
2025-12-31	$1,151,210	4,750	+0.5%	Shares	Sole	2026-01-08
2025-09-30	$1,004,865	4,727	+37.3%	Shares	Sole	2025-10-09
2025-06-30	$732,745	3,444	-29.9%	Shares	Sole	2025-07-10
2025-03-31	$880,542	4,911	+1.8%	Shares	Sole	2025-04-09
2024-12-31	$860,215	4,824	+11.6%	Shares	Sole	2025-01-10
2024-09-30	$647,432	4,324	+42.5%	Shares	Sole	2024-10-24
2024-06-30	$420,195	3,035	-22.2%	Shares	Sole	2024-07-18
2024-03-31	$581,117	3,903	+0.6%	Shares	Sole	2024-05-09
2023-12-31	$508,745	3,880	-22.6%	Shares	Sole	2024-01-10
2023-09-30	$486,511	5,013	-68.5%	Shares	Sole	2023-10-10
2023-06-30	$1,742,482	15,932	+36.5%	Shares	Sole	2023-07-20
2023-03-31	$1,122,475	11,673	+74.2%	Shares	Sole	2023-04-12
2022-12-31	$622,739	6,699	+1.9%	Shares	Sole	2023-01-26
2022-09-30	$605,925	6,574	+0.4%	Shares	Sole	2022-10-20
2022-06-30	$682,131	6,547	+0.6%	Shares	Sole	2022-07-28
2022-03-31	$854,697	6,510	+1.1%	Shares	Sole	2022-04-27
2021-12-31	$934,669	6,442	+0.8%	Shares	Sole	2022-02-08
2021-09-30	$1,035,474	6,393	-0.7%	Shares	Sole	2021-11-02
2021-06-30	$995,894	6,438	-2.2%	Shares	Sole	2021-07-30
2021-03-31	$837,173	6,580	—	Shares	Sole	2021-04-28
No filing history on record for this holder in this stock.