Position in COF
as of Jun 30, 2026
· filed Jul 24, 2026
Position Value
$1,662,738
+$278,825 QoQ
Shares Held
8,288
+9.3% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
1.99%
of 13F equity value
Holder Rank
#819
of 2,096 holders
Holding Since
Mar 2025
6 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, 2026Whelan Financial holds $5,519,539 across 4 Credit Services names. COF ranks #1 (30.1% of the industry book) .
All Filings in COF
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6 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,662,738 | 8,288 | Shares | Sole | 2026-07-24 | |
| 2026-03-31 | $1,383,913 | 7,586 | Shares | Sole | 2026-04-24 | |
| 2025-12-31 | $1,702,579 | 7,025 | Shares | Sole | 2026-02-02 | |
| 2025-09-30 | $1,334,789 | 6,279 | Shares | Sole | 2025-10-29 | |
| 2025-06-30 | $790,616 | 3,716 | Shares | Sole | 2025-07-21 | |
| 2025-03-31 | $459,008 | 2,560 | Shares | Sole | 2025-04-29 | |
| No filing history on record for this holder in this stock. | ||||||