Gateway Wealth Partners, LLC

Position in COF — Capital One Financial Corp

CIK 1966037 APPLETON, WI

Position in COF

as of Jun 30, 2026 · filed Aug 4, 2026 Compact

Position Value

$207,441

-$201,931 QoQ

Shares Held

1,034

-53.9% QoQ

Ownership

0.000%

of shares outstanding

% of Portfolio

0.04%

of 13F equity value

Holder Rank

#1,731

of 2,092 holders

Holding Since

Mar 2026

2 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Financial Services · as of Jun 30, 2026

Gateway Wealth Partners, LLC holds $6,353,721 across 5 Credit Services names. COF ranks #5 (3.3% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	AXP	American Express Co	5,530	$1,870,522
2	V	Visa Inc.	4,355	$1,494,156
3	SYF	Synchrony Financial	18,524	$1,408,750
4	MA	Mastercard Inc	2,673	$1,372,852
5	COF	Capital One Financial Corp This page	1,034	$207,441

2 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$207,441	1,034	-53.9%	Shares	Sole	2026-08-04
2026-03-31	$409,372	2,244	—	Shares	Sole	2026-05-15
No filing history on record for this holder in this stock.