WealthPlan Investment Management, LLC
Position in COF — Capital One Financial Corp
CIK 1929986
OMAHA, NE
Position in COF
as of Jun 30, 2026
· filed Jul 28, 2026
Position Value
$203,829
-$28,351 QoQ
Shares Held
1,016
+6.1% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.02%
of 13F equity value
Holder Rank
#1,750
of 2,096 holders
Holding Since
Mar 2023
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, 2026WealthPlan Investment Management, LLC holds $16,509,040 across 4 Credit Services names. COF ranks #4 (1.2% of the industry book) .
All Filings in COF
Export CSV
4 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $203,829 | 1,016 | Shares | Other | 2026-07-28 | |
| 2025-12-31 | $232,180 | 958 | Shares | Sole | 2026-02-05 | |
| 2023-06-30 | $17,280 | 158 | Shares | Sole | 2023-08-14 | |
| 2023-03-31 | $15,193 | 158 | Shares | Sole | 2023-05-08 | |
| No filing history on record for this holder in this stock. | ||||||