Turtle Creek Wealth Advisors, LLC
Position in COF — Capital One Financial Corp
CIK 2007171
DALLAS, TX
Position in COF
as of Jun 30, 2026
· filed Jul 27, 2026
Position Value
$1,919,532
+$1,287,960 QoQ
Shares Held
9,568
+176.4% QoQ
Ownership
0.002%
of shares outstanding
% of Portfolio
0.13%
of 13F equity value
Holder Rank
#778
of 2,095 holders
Holding Since
Dec 2023
6 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 Jun 30, 2026Turtle Creek Wealth Advisors, LLC holds $32,120,962 across 5 Credit Services names. COF ranks #3 (6.0% of the industry book) .
All Filings in COF
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6 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,919,532 | 9,568 | Shares | Sole | 2026-07-27 | |
| 2026-03-31 | $631,572 | 3,462 | Shares | Sole | 2026-04-27 | |
| 2025-12-31 | $826,205 | 3,409 | Shares | Sole | 2026-01-28 | |
| 2025-09-30 | $640,503 | 3,013 | Shares | Sole | 2025-10-29 | |
| 2025-06-30 | $486,156 | 2,285 | Shares | Sole | 2025-07-28 | |
| 2023-12-31 | $72,509 | 553 | Shares | Sole | 2024-01-26 | |
| No filing history on record for this holder in this stock. | ||||||