Lodestone Wealth Management LLC
Position in COF — Capital One Financial Corp
CIK 1950158
SPOKANE, WA
Position in COF
as of Jun 30, 2026
· filed Jul 24, 2026
Position Value
$12,237
+$1,109 QoQ
Shares Held
61
0.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
#2,001
of 2,096 holders
Holding Since
Dec 2025
3 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, 2026Lodestone Wealth Management LLC holds $6,343,167 across 8 Credit Services names. COF ranks #7 (0.2% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | AXP |
American Express Co
|
8,743 | $2,957,319 | |
| 2 | V |
Visa Inc.
|
5,375 | $1,844,108 | |
| 3 | CACC |
Credit Acceptance Corp
|
1,537 | $978,668 | |
| 4 | MA |
Mastercard Inc
|
512 | $262,963 | |
| 5 | SOFI |
SoFi Technologies, Inc.
|
10,831 | $194,199 | |
| 6 | PYPL |
PayPal Holdings, Inc.
|
2,092 | $90,332 | |
| 7 | COF |
Capital One Financial Corp
This page
|
61 | $12,237 | |
| 8 | WU |
Western Union CO
|
434 | $3,341 |
All Filings in COF
Export CSV
3 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $12,237 | 61 | Shares | Sole | 2026-07-24 | |
| 2026-03-31 | $11,128 | 61 | Shares | Sole | 2026-05-01 | |
| 2025-12-31 | $13,814 | 57 | Shares | Sole | 2026-01-15 | |
| No filing history on record for this holder in this stock. | ||||||