Prepared Retirement Institute LLC
PensionPosition in COF — Capital One Financial Corp
CIK 2056037
LANSDALE, PA
Position in COF
as of Jun 30, 2026
· filed Aug 10, 2026
Position Value
$358,106
+$32,469 QoQ
Shares Held
1,785
0.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.59%
of 13F equity value
Holder Rank
#1,429
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, 2026Prepared Retirement Institute LLC holds $358,106 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
|
1,785 | $358,106 |
All Filings in COF
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5 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $358,106 | 1,785 | Shares | Sole | 2026-08-10 | |
| 2026-03-31 | $325,637 | 1,785 | Shares | Sole | 2026-05-15 | |
| 2025-12-31 | $432,612 | 1,785 | Shares | Sole | 2026-01-29 | |
| 2025-09-30 | $379,455 | 1,785 | Shares | Sole | 2025-10-21 | |
| 2025-06-30 | $410,414 | 1,929 | Shares | Sole | 2025-07-17 | |
| No filing history on record for this holder in this stock. | ||||||