Cyndeo Wealth Partners, LLC
Position in COF — Capital One Financial Corp
CIK 1950947
ST. PETERSBURG, FL
Position in COF
as of Jun 30, 2026
· filed Jul 21, 2026
Position Value
$223,490
+$17,709 QoQ
Shares Held
1,114
-1.2% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.02%
of 13F equity value
Holder Rank
#1,683
of 2,096 holders
Holding Since
Jun 2025
5 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, 2026Cyndeo Wealth Partners, LLC holds $27,869,340 across 4 Credit Services names. COF ranks #4 (0.8% of the industry book) .
All Filings in COF
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5 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $223,490 | 1,114 | Shares | Sole | 2026-07-21 | |
| 2026-03-31 | $205,781 | 1,128 | Shares | Sole | 2026-04-13 | |
| 2025-12-31 | $398,197 | 1,643 | Shares | Sole | 2026-01-07 | |
| 2025-09-30 | $347,143 | 1,633 | Shares | Sole | 2025-10-10 | |
| 2025-06-30 | $675,513 | 3,175 | Shares | Sole | 2025-07-24 | |
| No filing history on record for this holder in this stock. | ||||||