CYPRESS FINANCIAL PLANNING LLC
Position in COF — Capital One Financial Corp
CIK 1937021
HADDON HEIGHTS, NJ
Position in COF
as of Jun 30, 2026
· filed Jul 9, 2026
Position Value
$4,554,274
+$412,931 QoQ
Shares Held
22,701
0.0% QoQ
Ownership
0.004%
of shares outstanding
% of Portfolio
10.60%
of 13F equity value
Holder Rank
#574
of 2,096 holders
Holding Since
Jun 2025
5 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in COF Over Time
Shares Held
Position Value (USD)
Position in Credit Services
Financial Services · as of Jun 30, 2026CYPRESS FINANCIAL PLANNING LLC holds $5,239,767 across 2 Credit Services names. COF ranks #1 (86.9% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | COF |
Capital One Financial Corp
This page
|
22,701 | $4,554,274 | |
| 2 | V |
Visa Inc.
|
1,998 | $685,493 |
All Filings in COF
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5 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $4,554,274 | 22,701 | Shares | Sole | 2026-07-09 | |
| 2026-03-31 | $4,141,343 | 22,701 | Shares | Sole | 2026-04-15 | |
| 2025-12-31 | $5,502,299 | 22,703 | Shares | Sole | 2026-01-14 | |
| 2025-09-30 | $4,847,461 | 22,803 | Shares | Sole | 2025-10-09 | |
| 2025-06-30 | $4,851,140 | 22,801 | Shares | Sole | 2025-07-11 | |
| No filing history on record for this holder in this stock. | ||||||