Position in COF
as of Jun 30, 2026
· filed Aug 12, 2026
Position Value
$394,820
+$37,623 QoQ
Shares Held
1,968
+0.5% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.15%
of 13F equity value
Holder Rank
#1,372
of 2,096 holders
Holding Since
Dec 2025
3 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, 2026Peak Planning Group, LLC holds $2,594,026 across 2 Credit Services names. COF ranks #2 (15.2% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | V |
Visa Inc.
|
6,410 | $2,199,206 | |
| 2 | COF |
Capital One Financial Corp
This page
|
1,968 | $394,820 |
All Filings in COF
Export CSV
3 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $394,820 | 1,968 | Shares | Sole | 2026-08-12 | |
| 2026-03-31 | $357,197 | 1,958 | Shares | Sole | 2026-04-22 | |
| 2025-12-31 | $472,117 | 1,948 | Shares | Sole | 2026-02-13 | |
| No filing history on record for this holder in this stock. | ||||||