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Alteri Wealth LLC

Position in COF — Capital One Financial Corp

CIK 2054980 WESTLAKE VILLAGE, CA

Position in COF

as of Jun 30, 2026 · filed Jul 29, 2026
Position Value
$248,768
+$9,420 QoQ
Shares Held
1,240
-5.5% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.09%
of 13F equity value
Holder Rank
#1,612
of 2,096 holders
Holding Since
Jun 2025
5 quarters on record
Voting authority Sole 100% Shared 0% None 0%

Common Shares in COF Over Time

Shares Held

Position Value (USD)

Position in Credit Services

Financial Services · as of Jun 30, 2026

Alteri Wealth LLC holds $3,659,835 across 5 Credit Services names. COF ranks #5 (6.8% of the industry book) .

# Ticker Company Shares Value (USD) Open
5 COF
Capital One Financial Corp
This page
1,240 $248,768

All Filings in COF

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5 filing rows on record
Report Date Value (USD) Shares
2026-06-30 $248,768 1,240
2026-03-31 $239,348 1,312
2025-12-31 $207,460 856
2025-09-30 $236,814 1,114
2025-06-30 $217,440 1,022