Nvest Wealth Strategies, Inc.

Position in COF — Capital One Financial Corp

CIK 2106942 POWELL, OH

Position in COF

as of Jun 30, 2026 · filed Jul 10, 2026 Compact

Position Value

$14,244

+$1,292 QoQ

Shares Held

0.0% QoQ

Ownership

0.000%

of shares outstanding

% of Portfolio

0.15%

of 13F equity value

Holder Rank

#1,993

of 2,096 holders

Holding Since

Dec 2025

3 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Financial Services · as of Jun 30, 2026

Nvest Wealth Strategies, Inc. holds $29,328 across 5 Credit Services names. COF ranks #1 (48.6% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	COF	Capital One Financial Corp This page	71	$14,244
2	V	Visa Inc.	35	$12,007
3	SOFI	SoFi Technologies, Inc.	100	$1,793
4	AXP	American Express Co	2	$676
5	SYF	Synchrony Financial	8	$608

3 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$14,244	71	0.0%	Shares	Sole	2026-07-10
2026-03-31	$12,952	71	0.0%	Shares	Sole	2026-04-13
2025-12-31	$17,207	71	—	Shares	Sole	2026-01-28
No filing history on record for this holder in this stock.