Confluence Wealth Services, Inc.
Position in COF — Capital One Financial Corp
CIK 1910411
MCMURRAY, PA
Position in COF
as of Jun 30, 2026
· filed Jul 22, 2026
Position Value
$896,972
+$171,813 QoQ
Shares Held
4,471
+12.5% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.11%
of 13F equity value
Holder Rank
#1,043
of 2,096 holders
Holding Since
Dec 2021
7 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, 2026Confluence Wealth Services, Inc. holds $18,569,354 across 4 Credit Services names. COF ranks #4 (4.8% of the industry book) .
All Filings in COF
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7 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $896,972 | 4,471 | Shares | Sole | 2026-07-22 | |
| 2026-03-31 | $725,159 | 3,975 | Shares | Sole | 2026-05-07 | |
| 2025-12-31 | $911,758 | 3,762 | Shares | Sole | 2026-01-28 | |
| 2025-09-30 | $804,827 | 3,786 | Shares | Sole | 2025-10-28 | |
| 2025-06-30 | $794,445 | 3,734 | Shares | Sole | 2025-07-22 | |
| 2025-03-31 | $286,700 | 1,599 | Shares | Sole | 2025-04-24 | |
| 2021-12-31 | $133,337 | 919 | Shares | Sole | 2022-02-10 | |
| No filing history on record for this holder in this stock. | ||||||