FSM Wealth Advisors, LLC

Position in COF — Capital One Financial Corp

CIK 1942548 CLEVELAND, OH

Position in COF

as of Jun 30, 2026 · filed Jul 15, 2026 Compact

Position Value

$234,725

-$31,628 QoQ

Shares Held

1,170

+6.5% QoQ

Ownership

0.000%

of shares outstanding

% of Portfolio

0.09%

of 13F equity value

Holder Rank

#1,653

of 2,096 holders

Holding Since

Sep 2025

3 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Financial Services · as of Jun 30, 2026

FSM Wealth Advisors, LLC holds $4,330,670 across 4 Credit Services names. COF ranks #4 (5.4% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	V	Visa Inc.	6,357	$2,181,023
2	MA	Mastercard Inc	2,188	$1,123,756
3	AXP	American Express Co	2,339	$791,166
4	COF	Capital One Financial Corp This page	1,170	$234,725

3 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$234,725	1,170	+6.5%	Shares	Sole	2026-07-15
2025-12-31	$266,353	1,099	+1.6%	Shares	Sole	2026-01-23
2025-09-30	$230,011	1,082	—	Shares	Sole	2025-10-17
No filing history on record for this holder in this stock.