Gratus Wealth Advisors, LLC
Position in COF — Capital One Financial Corp
CIK 2022161
VIRGINIA BEACH, VA
Position in COF
as of Jun 30, 2026
· filed Jul 20, 2026
Position Value
$1,194,692
+$108,322 QoQ
Shares Held
5,955
0.0% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.65%
of 13F equity value
Holder Rank
#937
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, 2026Gratus Wealth Advisors, LLC holds $4,693,348 across 4 Credit Services names. COF ranks #3 (25.5% of the industry book) .
All Filings in COF
Export CSV
5 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,194,692 | 5,955 | Shares | Sole | 2026-07-20 | |
| 2026-03-31 | $1,086,370 | 5,955 | Shares | Sole | 2026-05-04 | |
| 2025-12-31 | $1,443,253 | 5,955 | Shares | Sole | 2026-02-04 | |
| 2025-09-30 | $1,320,972 | 6,214 | Shares | Sole | 2025-10-28 | |
| 2025-06-30 | $1,322,090 | 6,214 | Shares | Sole | 2025-07-22 | |
| No filing history on record for this holder in this stock. | ||||||