Position in COF
as of Mar 31, 2026
· filed May 5, 2026
Position Value
$358,292
New position
Shares Held
1,964
first reported quarter
Ownership
0.000%
of shares outstanding
% of Portfolio
0.07%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Mar 2026
1 quarter on record
Voting authority
Sole 0%
Shared 0%
None 100%
Position in Credit Services
Financial Services · as of Mar 31, 2026Leo Wealth, LLC holds $50,881,381 across 6 Credit Services names. COF ranks #5 (0.7% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | AFRM |
Affirm Holdings, Inc.
|
924,622 | $42,366,180 | |
| 2 | MA |
Mastercard Inc
|
9,691 | $4,842,205 | |
| 3 | V |
Visa Inc.
|
5,880 | $1,777,171 | |
| 4 | AXP |
American Express Co
|
4,364 | $1,320,022 | |
| 5 | COF |
Capital One Financial Corp
This page
|
1,964 | $358,292 | |
| 6 | PYPL |
PayPal Holdings, Inc.
|
4,809 | $217,511 |
All Filings in COF
Export CSV
1 filing row on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $358,292 | 1,964 | Shares | Sole | 2026-05-05 | |
| No filing history on record for this holder in this stock. | ||||||