Position in COF
as of Jun 30, 2026
· filed Aug 12, 2026
Position Value
$220,080
-$44,092 QoQ
Shares Held
1,097
+0.6% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.05%
of 13F equity value
Holder Rank
#1,693
of 2,096 holders
Holding Since
Jun 2025
4 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, 2026LMG Wealth Partners, LLC holds $220,080 across 1 Credit Services name. COF ranks #1 (100.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | COF |
Capital One Financial Corp
This page
|
1,097 | $220,080 |
All Filings in COF
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4 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $220,080 | 1,097 | Shares | Sole | 2026-08-12 | |
| 2025-12-31 | $264,172 | 1,090 | Shares | Sole | 2026-02-02 | |
| 2025-09-30 | $253,820 | 1,194 | Shares | Sole | 2025-11-12 | |
| 2025-06-30 | $254,035 | 1,194 | Shares | Sole | 2025-07-29 | |
| No filing history on record for this holder in this stock. | ||||||