Position in COF
as of Jun 30, 2026
· filed Aug 5, 2026
Position Value
$542,275
+$30,012 QoQ
Shares Held
2,703
-3.7% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.23%
of 13F equity value
Holder Rank
#1,226
of 2,096 holders
Holding Since
Jun 2025
5 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, 2026AVISO WEALTH MANAGEMENT holds $6,346,096 across 4 Credit Services names. COF ranks #3 (8.5% of the industry book) .
All Filings in COF
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5 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $542,275 | 2,703 | Shares | Sole | 2026-08-05 | |
| 2026-03-31 | $512,263 | 2,808 | Shares | Sole | 2026-05-08 | |
| 2025-12-31 | $618,987 | 2,554 | Shares | Sole | 2026-02-13 | |
| 2025-09-30 | $415,806 | 1,956 | Shares | Sole | 2025-11-14 | |
| 2025-06-30 | $416,158 | 1,956 | Shares | Sole | 2025-08-11 | |
| No filing history on record for this holder in this stock. | ||||||