Position in COF
as of Jun 30, 2026
· filed Jul 22, 2026
Position Value
$246,160
-$3,951 QoQ
Shares Held
1,227
-10.5% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.23%
of 13F equity value
Holder Rank
#1,621
of 2,096 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, 2026AGH Wealth Advisors, LLC holds $2,137,491 across 4 Credit Services names. COF ranks #4 (11.5% of the industry book) .
All Filings in COF
Export CSV
7 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $246,160 | 1,227 | Shares | Other | 2026-07-22 | |
| 2026-03-31 | $250,111 | 1,371 | Shares | Other | 2026-04-22 | |
| 2025-12-31 | $393,107 | 1,622 | Shares | Other | 2026-02-04 | |
| 2025-09-30 | $379,455 | 1,785 | Shares | Sole | 2025-11-03 | |
| 2025-06-30 | $372,542 | 1,751 | Shares | Other | 2025-08-05 | |
| 2025-03-31 | $297,817 | 1,661 | Shares | Other | 2025-04-11 | |
| 2024-12-31 | $339,877 | 1,906 | Shares | Other | 2025-04-04 | |
| No filing history on record for this holder in this stock. | ||||||