Position in COF
as of Jun 30, 2026
· filed Aug 13, 2026
Position Value
$212,657
-$44,729 QoQ
Shares Held
1,060
-0.2% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.61%
of 13F equity value
Holder Rank
#1,716
of 2,096 holders
Holding Since
Jun 2025
4 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, 2026Chico Wealth RIA holds $212,657 across 1 Credit Services name. COF ranks #1 (100.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | COF |
Capital One Financial Corp
This page
|
1,060 | $212,657 |
All Filings in COF
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4 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $212,657 | 1,060 | Shares | Sole | 2026-08-13 | |
| 2025-12-31 | $257,386 | 1,062 | Shares | Sole | 2026-02-10 | |
| 2025-09-30 | $220,445 | 1,037 | Shares | Sole | 2025-10-21 | |
| 2025-06-30 | $222,546 | 1,046 | Shares | Sole | 2025-07-14 | |
| No filing history on record for this holder in this stock. | ||||||