ONE WEALTH CAPITAL MANAGEMENT, LLC
Position in COF — Capital One Financial Corp
CIK 2050308
SCOTTSDALE, AZ
Position in COF
as of Jun 30, 2026
· filed Jul 24, 2026
Position Value
$869,487
+$503,533 QoQ
Shares Held
4,334
+116.1% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.51%
of 13F equity value
Holder Rank
#1,055
of 2,095 holders
Holding Since
Dec 2024
7 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, 2026ONE WEALTH CAPITAL MANAGEMENT, LLC holds $5,198,931 across 4 Credit Services names. COF ranks #2 (16.7% of the industry book) .
All Filings in COF
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7 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $869,487 | 4,334 | Shares | Sole | 2026-07-24 | |
| 2026-03-31 | $365,954 | 2,006 | Shares | Sole | 2026-05-04 | |
| 2025-12-31 | $502,654 | 2,074 | Shares | Sole | 2026-02-18 | |
| 2025-09-30 | $370,526 | 1,743 | Shares | Sole | 2025-11-12 | |
| 2025-06-30 | $345,522 | 1,624 | Shares | Sole | 2025-08-06 | |
| 2025-03-31 | $306,782 | 1,711 | Shares | Sole | 2025-05-15 | |
| 2024-12-31 | $291,731 | 1,636 | Shares | Sole | 2025-01-07 | |
| No filing history on record for this holder in this stock. | ||||||