SUMMIT WEALTH GROUP LLC / CO
Position in COF — Capital One Financial Corp
CIK 2081278
COLORADO SPRINGS, CO
Position in COF
as of Jun 30, 2026
· filed Jul 28, 2026
Position Value
$325,004
+$79,454 QoQ
Shares Held
1,620
+20.4% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.18%
of 13F equity value
Holder Rank
#1,476
of 2,096 holders
Holding Since
Jun 2025
5 quarters on record
Voting authority
Sole 2%
Shared 0%
None 98%
Common Shares in COF Over Time
Shares Held
Position Value (USD)
Position in Credit Services
Financial Services · as of Jun 30, 2026SUMMIT WEALTH GROUP LLC / CO holds $2,173,982 across 4 Credit Services names. COF ranks #4 (14.9% of the industry book) .
All Filings in COF
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5 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $325,004 | 1,620 | Shares | Sole | 2026-07-28 | |
| 2026-03-31 | $245,550 | 1,346 | Shares | Sole | 2026-04-23 | |
| 2025-12-31 | $292,770 | 1,208 | Shares | Sole | 2026-02-04 | |
| 2025-09-30 | $379,880 | 1,787 | Shares | Sole | 2026-02-05 | |
| 2025-06-30 | $320,203 | 1,505 | Shares | Sole | 2025-08-13 | |
| No filing history on record for this holder in this stock. | ||||||