Cherry Tree Wealth Management, LLC
Position in COF — Capital One Financial Corp
CIK 1985414
MINNETONKA, MN
Position in COF
as of Mar 31, 2026
· filed May 5, 2026
Position Value
$20,614
-$6,772 QoQ
Shares Held
113
0.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.02%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Jun 2023
12 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in COF Over Time
Shares Held
Position Value (USD)
Position in Credit Services
Financial Services · as of Mar 31, 2026Cherry Tree Wealth Management, LLC holds $866,733 across 5 Credit Services names. COF ranks #3 (2.4% of the industry book) .
All Filings in COF
Export CSV
12 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $20,614 | 113 | Shares | Sole | 2026-05-05 | |
| 2025-12-31 | $27,386 | 113 | Shares | Sole | 2026-02-10 | |
| 2025-09-30 | $1,700 | 8 | Shares | Sole | 2025-11-24 | |
| 2025-06-30 | $1,702 | 8 | Shares | Sole | 2025-08-05 | |
| 2025-03-31 | $1,434 | 8 | Shares | Sole | 2025-04-21 | |
| 2024-12-31 | $1,426 | 8 | Shares | Sole | 2025-02-04 | |
| 2024-09-30 | $1,197 | 8 | Shares | Sole | 2024-11-12 | |
| 2024-06-30 | $1,107 | 8 | Shares | Sole | 2024-08-06 | |
| 2024-03-31 | $1,191 | 8 | Shares | Sole | 2024-05-01 | |
| 2023-12-31 | $1,048 | 8 | Shares | Sole | 2024-02-06 | |
| 2023-09-30 | $776 | 8 | Shares | Sole | 2023-11-14 | |
| 2023-06-30 | $874 | 8 | Shares | Sole | 2023-08-09 | |
| No filing history on record for this holder in this stock. | ||||||