LJI Wealth Management, LLC
Position in COF — Capital One Financial Corp
CIK 1988563
Indianapolis, IN
Position in COF
as of Jun 30, 2026
· filed Jul 31, 2026
Position Value
$247,364
+$22,428 QoQ
Shares Held
1,233
0.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.17%
of 13F equity value
Holder Rank
#1,620
of 2,096 holders
Holding Since
Dec 2024
7 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, 2026LJI Wealth Management, LLC holds $1,097,481 across 3 Credit Services names. COF ranks #3 (22.5% of the industry book) .
All Filings in COF
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7 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $247,364 | 1,233 | Shares | Sole | 2026-07-31 | |
| 2026-03-31 | $224,936 | 1,233 | Shares | Sole | 2026-05-05 | |
| 2025-12-31 | $298,829 | 1,233 | Shares | Sole | 2026-02-03 | |
| 2025-09-30 | $262,111 | 1,233 | Shares | Sole | 2025-10-29 | |
| 2025-06-30 | $262,333 | 1,233 | Shares | Sole | 2025-07-31 | |
| 2025-03-31 | $221,076 | 1,233 | Shares | Sole | 2025-05-02 | |
| 2024-12-31 | $219,868 | 1,233 | Shares | Sole | 2025-01-28 | |
| No filing history on record for this holder in this stock. | ||||||