QTR Family Wealth, LLC

Position in COF — Capital One Financial Corp

CIK 2067954 LAKE MARY, FL

Position in COF

as of Jun 30, 2026 · filed Jul 27, 2026 Compact

Position Value

$464,836

-$34,183 QoQ

Shares Held

2,317

+12.5% QoQ

Ownership

0.000%

of shares outstanding

% of Portfolio

0.20%

of 13F equity value

Holder Rank

#1,276

of 2,096 holders

Holding Since

Sep 2025

3 quarters on record

Voting authority Sole 22% Shared 0% None 78%

Financial Services · as of Jun 30, 2026

QTR Family Wealth, LLC holds $2,520,500 across 4 Credit Services names. COF ranks #3 (18.4% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	V	Visa Inc.	3,578	$1,227,576
2	MA	Mastercard Inc	1,222	$627,619
3	COF	Capital One Financial Corp This page	2,317	$464,836
4	OMF	OneMain Holdings, Inc.	3,288	$200,469

3 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$464,836	2,317	+12.5%	Shares	Sole	2026-07-27
2025-12-31	$499,019	2,059	+108.6%	Shares	Sole	2026-02-13
2025-09-30	$209,816	987	—	Shares	Sole	2025-10-29
No filing history on record for this holder in this stock.