Quotient Wealth Partners, LLC

Position in COF — Capital One Financial Corp

CIK 2004904 DALLAS, TX

Position in COF

as of Jun 30, 2026 · filed Aug 3, 2026 Compact

Position Value

$836,786

+$69,668 QoQ

Shares Held

4,171

-0.8% QoQ

Ownership

0.001%

of shares outstanding

% of Portfolio

0.17%

of 13F equity value

Holder Rank

#1,067

of 2,095 holders

Holding Since

Dec 2023

11 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Financial Services · as of Jun 30, 2026

Quotient Wealth Partners, LLC holds $7,325,803 across 5 Credit Services names. COF ranks #4 (11.4% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	V	Visa Inc.	9,382	$3,218,870
2	MA	Mastercard Inc	3,970	$2,038,992
3	AXP	American Express Co	3,318	$1,122,313
4	COF	Capital One Financial Corp This page	4,171	$836,786
5	NAVI	Navient Corp	12,790	$108,842

11 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$836,786	4,171	-0.8%	Shares	Sole	2026-08-03
2026-03-31	$767,118	4,205	+0.9%	Shares	Sole	2026-04-16
2025-12-31	$1,009,914	4,167	-1.4%	Shares	Sole	2026-01-22
2025-09-30	$898,150	4,225	-5.4%	Shares	Sole	2025-10-10
2025-06-30	$949,973	4,465	+19.9%	Shares	Sole	2025-07-29
2025-03-31	$667,892	3,725	-8.7%	Shares	Sole	2025-04-30
2024-12-31	$727,723	4,081	-13.4%	Shares	Sole	2025-01-28
2024-09-30	$705,378	4,711	-1.4%	Shares	Sole	2024-10-09
2024-06-30	$661,791	4,780	+59.4%	Shares	Sole	2024-07-24
2024-03-31	$446,521	2,999	+69.7%	Shares	Sole	2024-05-14
2023-12-31	$231,689	1,767	—	Shares	Sole	2024-02-08
No filing history on record for this holder in this stock.