MCCARTER PRIVATE WEALTH SERVICES LLC

Position in COF — Capital One Financial Corp

CIK 2036922 Boston, MA

Position in COF

as of Jun 30, 2026 · filed Aug 5, 2026 Compact

Position Value

$230,713

-$10,641 QoQ

Shares Held

1,150

-13.1% QoQ

Ownership

0.000%

of shares outstanding

% of Portfolio

0.11%

of 13F equity value

Holder Rank

#1,663

of 2,096 holders

Holding Since

Dec 2025

3 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Financial Services · as of Jun 30, 2026

MCCARTER PRIVATE WEALTH SERVICES LLC holds $9,029,189 across 4 Credit Services names. COF ranks #4 (2.6% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	MA	Mastercard Inc	10,810	$5,552,015
2	AXP	American Express Co	5,712	$1,932,084
3	V	Visa Inc.	3,831	$1,314,377
4	COF	Capital One Financial Corp This page	1,150	$230,713

3 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$230,713	1,150	-13.1%	Shares	Sole	2026-08-05
2026-03-31	$241,354	1,323	+48.0%	Shares	Sole	2026-05-15
2025-12-31	$216,669	894	—	Shares	Sole	2026-02-10
No filing history on record for this holder in this stock.