San Luis Wealth Advisors LLC
Position in COF — Capital One Financial Corp
CIK 1844709
SAN LUIS OBISPO, CA
Position in COF
as of Jun 30, 2026
· filed Jul 16, 2026
Position Value
$216,870
-$30,505 QoQ
Shares Held
1,081
-20.3% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.07%
of 13F equity value
Holder Rank
#1,706
of 2,096 holders
Holding Since
Dec 2022
5 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, 2026San Luis Wealth Advisors LLC holds $11,242,205 across 4 Credit Services names. COF ranks #4 (1.9% of the industry book) .
All Filings in COF
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5 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $216,870 | 1,081 | Shares | Sole | 2026-07-16 | |
| 2026-03-31 | $247,375 | 1,356 | Shares | Sole | 2026-04-29 | |
| 2025-12-31 | $295,436 | 1,219 | Shares | Sole | 2026-01-26 | |
| 2025-09-30 | $272,952 | 1,284 | Shares | Sole | 2025-11-18 | |
| 2022-12-31 | $973,198 | 10,469 | Shares | Sole | 2023-02-02 | |
| No filing history on record for this holder in this stock. | ||||||