Position in COF
as of Jun 30, 2026
· filed Jul 30, 2026
Position Value
$2,032,280
+$465,754 QoQ
Shares Held
10,130
+18.0% QoQ
Ownership
0.002%
of shares outstanding
% of Portfolio
0.06%
of 13F equity value
Holder Rank
#762
of 2,092 holders
Holding Since
Dec 2024
6 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, 2026DIVERSIFY WEALTH MANAGEMENT, LLC holds $95,454,342 across 10 Credit Services names. COF ranks #6 (2.1% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | AFRM |
Affirm Holdings, Inc.
|
355,854 | $29,019,893 | |
| 2 | V |
Visa Inc.
|
60,289 | $20,684,553 | |
| 3 | SOFI |
SoFi Technologies, Inc.
|
1,148,202 | $20,587,261 | |
| 4 | MA |
Mastercard Inc
|
27,354 | $14,049,014 | |
| 5 | AXP |
American Express Co
|
22,596 | $7,643,097 | |
| 6 | COF |
Capital One Financial Corp
This page
|
10,130 | $2,032,280 | |
| 7 | OPFI |
OppFi Inc.
|
49,967 | $496,172 | |
| 8 | OMF |
OneMain Holdings, Inc.
|
7,360 | $448,739 |
All Filings in COF
Export CSV
6 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $2,032,280 | 10,130 | Shares | Sole | 2026-07-30 | |
| 2026-03-31 | $1,566,526 | 8,587 | Shares | Sole | 2026-05-01 | |
| 2025-12-31 | $408,134 | 1,684 | Shares | Sole | 2026-02-03 | |
| 2025-09-30 | $268,063 | 1,261 | Shares | Sole | 2025-11-12 | |
| 2025-06-30 | $206,164 | 969 | Shares | Sole | 2025-08-14 | |
| 2024-12-31 | $222,186 | 1,246 | Shares | Sole | 2025-01-16 | |
| No filing history on record for this holder in this stock. | ||||||