Position in COF
as of Jun 30, 2026
· filed Jul 15, 2026
Position Value
$1,184,661
-$99,281 QoQ
Shares Held
5,905
-16.1% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.08%
of 13F equity value
Holder Rank
#940
of 2,096 holders
Holding Since
Mar 2021
22 quarters on record
Common Shares in COF Over Time
Shares Held
Position Value (USD)
Position in Credit Services
Financial Services · as of Jun 30, 2026Spire Wealth Management holds $36,531,024 across 14 Credit Services names. COF ranks #5 (3.2% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | MA |
Mastercard Inc
|
33,293 | $17,099,284 | |
| 2 | V |
Visa Inc.
|
40,035 | $13,735,608 | |
| 3 | AXP |
American Express Co
|
5,286 | $1,787,989 | |
| 4 | SOFI |
SoFi Technologies, Inc.
|
77,238 | $1,384,877 | |
| 5 | COF |
Capital One Financial Corp
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|
5,905 | $1,184,661 | |
| 6 | ENVA |
Enova International, Inc.
|
3,527 | $849,054 | |
| 7 | AFRM |
Affirm Holdings, Inc.
|
2,668 | $217,575 | |
| 8 | PYPL |
PayPal Holdings, Inc.
|
2,441 | $105,402 |
All Filings in COF
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22 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,184,661 | 5,905 | Shares | Sole | 2026-07-15 | |
| 2026-03-31 | $1,283,942 | 7,038 | Shares | Sole | 2026-04-22 | |
| 2025-12-31 | $1,711,546 | 7,062 | Shares | Sole | 2026-01-14 | |
| 2025-09-30 | $1,502,940 | 7,070 | Shares | Sole | 2025-10-23 | |
| 2025-06-30 | $1,277,198 | 6,003 | Shares | Sole | 2025-08-04 | |
| 2025-03-31 | $1,178,718 | 6,574 | Shares | Sole | 2025-04-23 | |
| 2024-12-31 | $1,000,196 | 5,609 | Shares | Sole | 2025-01-24 | |
| 2024-09-30 | $732,479 | 4,892 | Shares | Sole | 2024-10-15 | |
| 2024-06-30 | $628,147 | 4,537 | Shares | Sole | 2024-07-31 | |
| 2024-03-31 | $887,235 | 5,959 | Shares | Sole | 2024-04-24 | |
| 2023-12-31 | $777,803 | 5,932 | Shares | Sole | 2024-02-06 | |
| 2023-09-30 | $600,545 | 6,188 | Shares | Sole | 2023-11-08 | |
| 2023-06-30 | $729,169 | 6,667 | Shares | Sole | 2023-08-09 | |
| 2023-03-31 | $538,015 | 5,595 | Shares | Sole | 2023-05-09 | |
| 2022-12-31 | $402,423 | 4,329 | Shares | Sole | 2023-02-03 | |
| 2022-09-30 | $361,675 | 3,924 | Shares | Sole | 2022-11-07 | |
| 2022-06-30 | $493,964 | 4,741 | Shares | Sole | 2022-07-22 | |
| 2022-03-31 | $707,259 | 5,387 | Shares | Sole | 2022-04-18 | |
| 2021-12-31 | $1,235,296 | 8,514 | Shares | Sole | 2022-01-14 | |
| 2021-09-30 | $771,625 | 4,764 | Shares | Sole | 2021-10-22 | |
| 2021-06-30 | $727,043 | 4,700 | Shares | Sole | 2021-07-26 | |
| 2021-03-31 | $962,749 | 7,567 | Shares | Sole | 2021-05-21 | |
| No filing history on record for this holder in this stock. | ||||||