Amplius Wealth Advisors, LLC

Position in COF — Capital One Financial Corp

CIK 1900584 BLUE BELL, PA

Position in COF

as of Jun 30, 2026 · filed Jul 17, 2026 Compact

Position Value

$440,360

+$429,479 QoQ

Shares Held

2,195

+2826.7% QoQ

Ownership

0.000%

of shares outstanding

% of Portfolio

0.22%

of 13F equity value

Holder Rank

#1,308

of 2,096 holders

Holding Since

Dec 2021

2 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Financial Services · as of Jun 30, 2026

Amplius Wealth Advisors, LLC holds $2,504,981 across 4 Credit Services names. COF ranks #4 (17.6% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	AXP	American Express Co	2,512	$849,684
2	MA	Mastercard Inc	1,272	$653,299
3	V	Visa Inc.	1,637	$561,638
4	COF	Capital One Financial Corp This page	2,195	$440,360

2 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$440,360	2,195	+2826.7%	Shares	Sole	2026-07-17
2021-12-31	$10,881	75	—	Shares	Sole	2022-01-28
No filing history on record for this holder in this stock.