Position in COF
as of Mar 31, 2026
· filed Apr 27, 2026
Position Value
$6,560,547
-$2,193,010 QoQ
Shares Held
35,962
-0.4% QoQ
Ownership
0.006%
of shares outstanding
% of Portfolio
0.22%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Sep 2023
5 quarters on record
Voting authority
Sole 99.85540292531006.ToString("F0")%
Shared 0.1445970746899505.ToString("F0")%
None 0.ToString("F0")%
Common Shares in COF Over Time
Shares Held
Position Value (USD)
Position in Credit Services
Financial Services · as of Mar 31, 2026Moran Wealth Management, LLC holds $83,548,607 across 10 Credit Services names. COF ranks #5 (7.9% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | V |
Visa Inc.
|
84,584 | $25,564,668 | |
| 2 | AXP |
American Express Co
|
58,097 | $17,573,180 | |
| 3 | MA |
Mastercard Inc
|
28,803 | $14,391,706 | |
| 4 | PYPL |
PayPal Holdings, Inc.
|
216,457 | $9,790,349 | |
| 5 | COF |
Capital One Financial Corp
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|
35,962 | $6,560,547 | |
| 6 | BFH |
Bread Financial Holdings, Inc.
|
73,814 | $5,527,930 | |
| 7 | ENVA |
Enova International, Inc.
|
16,032 | $2,177,626 | |
| 8 | AFRM |
Affirm Holdings, Inc.
|
35,948 | $1,647,137 |
All Filings in COF
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5 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 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. | ||||||