Accurate Wealth Management, LLC

Position in COF — Capital One Financial Corp

CIK 1877728 WESLEY CHAPEL, FL

Position in COF

as of Jun 30, 2026 · filed Jul 15, 2026 Compact

Position Value

$402,243

+$92,842 QoQ

Shares Held

2,005

+18.2% QoQ

Ownership

0.000%

of shares outstanding

% of Portfolio

0.06%

of 13F equity value

Holder Rank

#1,356

of 2,096 holders

Holding Since

Dec 2022

5 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Financial Services · as of Jun 30, 2026

Accurate Wealth Management, LLC holds $8,293,083 across 6 Credit Services names. COF ranks #4 (4.9% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	V	Visa Inc.	8,648	$2,967,042
2	MA	Mastercard Inc	4,687	$2,407,243
3	AXP	American Express Co	5,987	$2,025,102
4	COF	Capital One Financial Corp This page	2,005	$402,243
5	OMF	OneMain Holdings, Inc.	4,104	$250,220
6	WU	Western Union CO	31,329	$241,233

5 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$402,243	2,005	+18.2%	Shares	Sole	2026-07-15
2026-03-31	$309,401	1,696	+0.6%	Shares	Sole	2026-04-23
2025-12-31	$408,618	1,686	+10.8%	Shares	Sole	2026-01-14
2025-09-30	$323,334	1,521	+525.9%	Shares	Sole	2025-10-20
2022-12-31	$22,589	243	—	Shares	Sole	2023-01-11
No filing history on record for this holder in this stock.