Position in COF
as of Jun 30, 2026
· filed Aug 5, 2026
Position Value
$6,996,822
+$436,275 QoQ
Shares Held
34,876
-3.0% QoQ
Ownership
0.006%
of shares outstanding
% of Portfolio
0.21%
of 13F equity value
Holder Rank
#484
of 2,104 holders
Holding Since
Sep 2023
6 quarters on record
Voting authority
Sole 98%
Shared 2%
None 0%
Common Shares in COF Over Time
Shares Held
Position Value (USD)
Position in Credit Services
Financial Services · as of Jun 30, 2026Moran Wealth Management, LLC holds $88,346,956 across 8 Credit Services names. COF ranks #6 (7.9% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | V |
Visa Inc.
|
79,975 | $27,438,622 | |
| 2 | AXP |
American Express Co
|
55,870 | $18,898,027 | |
| 3 | MA |
Mastercard Inc
|
28,386 | $14,579,049 | |
| 4 | PYPL |
PayPal Holdings, Inc.
|
211,795 | $9,145,307 | |
| 5 | BFH |
Bread Financial Holdings, Inc.
|
69,285 | $7,507,029 | |
| 6 | COF |
Capital One Financial Corp
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|
34,876 | $6,996,822 | |
| 7 | ENVA |
Enova International, Inc.
|
14,373 | $3,460,012 | |
| 8 | EZPW |
Ezcorp Inc
|
9,317 | $322,088 |
All Filings in COF
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6 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $6,996,822 | 34,876 | Shares | Sole | 2026-08-05 | |
| 2026-03-31 | $6,560,547 | 35,962 | Shares | Sole | 2026-04-27 | |
| 2025-12-31 | $8,753,557 | 36,118 | Shares | Sole | 2026-01-26 | |
| 2025-09-30 | $8,063,797 | 37,933 | Shares | Sole | 2025-10-23 | |
| 2025-06-30 | $16,592,726 | 77,988 | Shares | Defined | 2025-07-28 | |
| 2023-09-30 | $1,746,802 | 17,999 | Shares | Sole | 2023-11-13 | |
| No filing history on record for this holder in this stock. | ||||||