Position in COF
as of Jun 30, 2026
· filed Aug 18, 2026
Position Value
$210,450
New position
Shares Held
1,049
first reported quarter
Ownership
0.000%
of shares outstanding
% of Portfolio
0.19%
of 13F equity value
Holder Rank
#1,727
of 2,096 holders
Holding Since
Jun 2026
1 quarter on record
Voting authority
Sole 0%
Shared 0%
None 100%
Position in Credit Services
Financial Services · as of Jun 30, 202649 WEALTH MANAGEMENT, LLC holds $461,591 across 2 Credit Services names. COF ranks #2 (45.6% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | V |
Visa Inc.
|
732 | $251,141 | |
| 2 | COF |
Capital One Financial Corp
This page
|
1,049 | $210,450 |
All Filings in COF
Export CSV
1 filing row on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $210,450 | 1,049 | Shares | Sole | 2026-08-18 | |
| No filing history on record for this holder in this stock. | ||||||