Position in COF
as of Jun 30, 2026
· filed Aug 7, 2026
Position Value
$1,057,869
+$150,645 QoQ
Shares Held
5,273
+6.0% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
1.88%
of 13F equity value
Holder Rank
#980
of 2,096 holders
Holding Since
Jun 2023
13 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, 2026Aspen Wealth Strategies, LLC holds $1,987,299 across 2 Credit Services names. COF ranks #1 (53.2% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | COF |
Capital One Financial Corp
This page
|
5,273 | $1,057,869 | |
| 2 | V |
Visa Inc.
|
2,709 | $929,430 |
All Filings in COF
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13 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,057,869 | 5,273 | Shares | Sole | 2026-08-07 | |
| 2026-03-31 | $907,224 | 4,973 | Shares | Sole | 2026-05-08 | |
| 2025-12-31 | $1,239,429 | 5,114 | Shares | Sole | 2026-01-28 | |
| 2025-09-30 | $1,088,197 | 5,119 | Shares | Sole | 2025-11-10 | |
| 2025-06-30 | $1,096,990 | 5,156 | Shares | Sole | 2025-08-07 | |
| 2025-03-31 | $795,374 | 4,436 | Shares | Sole | 2025-04-30 | |
| 2024-12-31 | $811,890 | 4,553 | Shares | Sole | 2025-02-10 | |
| 2024-09-30 | $655,368 | 4,377 | Shares | Sole | 2024-10-28 | |
| 2024-06-30 | $619,148 | 4,472 | Shares | Sole | 2024-07-22 | |
| 2024-03-31 | $690,551 | 4,638 | Shares | Sole | 2024-05-13 | |
| 2023-12-31 | $675,792 | 5,154 | Shares | Sole | 2024-01-30 | |
| 2023-09-30 | $322,594 | 3,324 | Shares | Sole | 2023-11-01 | |
| 2023-06-30 | $366,936 | 3,355 | Shares | Sole | 2023-08-02 | |
| No filing history on record for this holder in this stock. | ||||||