Cerro Pacific Wealth Advisors LLC
Position in COF — Capital One Financial Corp
CIK 1842669
San Luis Obispo, CA
Position in COF
as of Jun 30, 2026
· filed Jul 15, 2026
Position Value
$988,454
+$81,777 QoQ
Shares Held
4,927
-0.9% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.43%
of 13F equity value
Holder Rank
#1,004
of 2,096 holders
Holding Since
Jun 2022
13 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in COF Over Time
Shares Held
Position Value (USD)
Position in Credit Services
Financial Services · as of Jun 30, 2026Cerro Pacific Wealth Advisors LLC holds $2,769,196 across 4 Credit Services names. COF ranks #1 (35.7% of the industry book) .
All Filings in COF
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13 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $988,454 | 4,927 | Shares | Sole | 2026-07-15 | |
| 2026-03-31 | $906,677 | 4,970 | Shares | Sole | 2026-04-13 | |
| 2025-12-31 | $1,156,057 | 4,770 | Shares | Sole | 2026-02-02 | |
| 2025-09-30 | $985,308 | 4,635 | Shares | Sole | 2025-10-28 | |
| 2025-06-30 | $1,289,112 | 6,059 | Shares | Sole | 2025-07-25 | |
| 2025-03-31 | $1,048,367 | 5,847 | Shares | Sole | 2025-04-08 | |
| 2024-12-31 | $1,045,133 | 5,861 | Shares | Sole | 2025-01-17 | |
| 2024-09-30 | $867,984 | 5,797 | Shares | Sole | 2024-10-09 | |
| 2024-06-30 | $802,594 | 5,797 | Shares | Sole | 2024-08-09 | |
| 2023-03-31 | $482,242 | 5,015 | Shares | Sole | 2023-05-10 | |
| 2022-12-31 | $262,426 | 2,823 | Shares | Other | 2023-01-19 | |
| 2022-09-30 | $249,780 | 2,710 | Shares | Other | 2022-10-12 | |
| 2022-06-30 | $253,390 | 2,432 | Shares | Other | 2022-07-18 | |
| No filing history on record for this holder in this stock. | ||||||