NORTHCAPE WEALTH MANAGEMENT, LLC
Position in COF — Capital One Financial Corp
CIK 1902806
WILLIAMSVILLE, NY
Position in COF
as of Jun 30, 2026
· filed Aug 10, 2026
Position Value
$1,115,647
+$101,154 QoQ
Shares Held
5,561
0.0% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.39%
of 13F equity value
Holder Rank
#965
of 2,096 holders
Holding Since
Jun 2025
5 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in COF Over Time
Shares Held
Position Value (USD)
Position in Credit Services
Financial Services · as of Jun 30, 2026NORTHCAPE WEALTH MANAGEMENT, LLC holds $8,959,460 across 4 Credit Services names. COF ranks #3 (12.5% 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 | $1,115,647 | 5,561 | Shares | Sole | 2026-08-10 | |
| 2026-03-31 | $1,014,493 | 5,561 | Shares | Sole | 2026-05-01 | |
| 2025-12-31 | $1,347,763 | 5,561 | Shares | Sole | 2026-01-22 | |
| 2025-09-30 | $1,182,157 | 5,561 | Shares | Sole | 2025-11-04 | |
| 2025-06-30 | $1,183,158 | 5,561 | Shares | Sole | 2025-08-05 | |
| No filing history on record for this holder in this stock. | ||||||