Smallwood Wealth Investment Management, LLC
Position in COF — Capital One Financial Corp
CIK 1921304
RED BANK, NJ
Position in COF
as of Jun 30, 2026
· filed Jul 23, 2026
Position Value
$64,599
+$5,857 QoQ
Shares Held
322
0.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.10%
of 13F equity value
Holder Rank
#1,863
of 2,096 holders
Holding Since
Jun 2025
5 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, 2026Smallwood Wealth Investment Management, LLC holds $624,000 across 6 Credit Services names. COF ranks #4 (10.4% 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 | $64,599 | 322 | Shares | Sole | 2026-07-23 | |
| 2026-03-31 | $58,742 | 322 | Shares | Sole | 2026-04-22 | |
| 2025-12-31 | $78,039 | 322 | Shares | Sole | 2026-01-23 | |
| 2025-09-30 | $68,450 | 322 | Shares | Sole | 2025-10-17 | |
| 2025-06-30 | $68,508 | 322 | Shares | Sole | 2025-10-03 | |
| No filing history on record for this holder in this stock. | ||||||