Caliber Wealth Management, LLC / KS
Position in COF — Capital One Financial Corp
CIK 2067120
Overland Park, KS
Position in COF
as of Jun 30, 2026
· filed Jul 22, 2026
Position Value
$230,311
+$21,247 QoQ
Shares Held
1,148
+0.2% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.08%
of 13F equity value
Holder Rank
#1,666
of 2,096 holders
Holding Since
Jun 2025
5 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, 2026Caliber Wealth Management, LLC / KS holds $3,593,760 across 4 Credit Services names. COF ranks #4 (6.4% of the industry book) .
All Filings in COF
Export CSV
5 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $230,311 | 1,148 | Shares | Sole | 2026-07-22 | |
| 2026-03-31 | $209,064 | 1,146 | Shares | Sole | 2026-04-23 | |
| 2025-12-31 | $272,170 | 1,123 | Shares | Sole | 2026-01-28 | |
| 2025-09-30 | $207,265 | 975 | Shares | Sole | 2025-11-05 | |
| 2025-06-30 | $206,589 | 971 | Shares | Sole | 2025-07-30 | |
| No filing history on record for this holder in this stock. | ||||||