Partners in Financial Planning

Position in COF — Capital One Financial Corp

CIK 2054264 SALEM, VA

Position in COF

as of Jun 30, 2026 · filed Aug 10, 2026 Compact

Position Value

$309,957

+$28,103 QoQ

Shares Held

1,545

0.0% QoQ

Ownership

0.000%

of shares outstanding

% of Portfolio

0.18%

of 13F equity value

Holder Rank

#1,506

of 2,096 holders

Holding Since

Jun 2021

17 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Financial Services · as of Jun 30, 2026

Partners in Financial Planning holds $309,957 across 1 Credit Services name. COF ranks #1 (100.0% of the industry book) .

#	Ticker	Company	Shares	Value (USD)	Open
1	COF	Capital One Financial Corp This page	1,545	$309,957

17 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$309,957	1,545	0.0%	Shares	Sole	2026-08-10
2026-03-31	$281,854	1,545	-6.1%	Shares	Sole	2026-05-11
2025-12-31	$398,682	1,645	+6.5%	Shares	Sole	2026-02-02
2025-09-30	$328,436	1,545	0.0%	Shares	Sole	2025-11-10
2025-06-30	$328,714	1,545	+2.3%	Shares	Sole	2025-08-04
2025-03-31	$270,922	1,511	0.0%	Shares	Sole	2025-04-30
2024-12-31	$269,441	1,511	0.0%	Shares	Sole	2025-02-12
2024-09-30	$226,242	1,511	-10.4%	Shares	Sole	2025-02-26
2024-06-30	$233,426	1,686	0.0%	Shares	Sole	2025-02-26
2024-03-31	$251,028	1,686	0.0%	Shares	Sole	2025-02-26
2023-12-31	$221,068	1,686	-61.6%	Shares	Sole	2025-02-26
2022-09-30	$405,087	4,395	0.0%	Shares	Sole	2025-05-05
2022-06-30	$457,915	4,395	+0.8%	Shares	Sole	2025-05-05
2022-03-31	$572,161	4,358	0.0%	Shares	Sole	2025-05-05
2021-12-31	$632,302	4,358	+2.2%	Shares	Sole	2025-05-05
2021-09-30	$690,478	4,263	+0.8%	Shares	Sole	2025-05-05
2021-06-30	$654,029	4,228	—	Shares	Sole	2025-05-05
No filing history on record for this holder in this stock.