Position in COF
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$370,143
+$36,297 QoQ
Shares Held
1,845
+0.8% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.10%
of 13F equity value
Holder Rank
#1,411
of 2,103 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, 2026Basecamp Wealth Advisors LLC holds $5,421,062 across 21 Credit Services names. COF ranks #4 (6.8% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | V |
Visa Inc.
|
6,808 | $2,335,756 | |
| 2 | MA |
Mastercard Inc
|
2,318 | $1,190,524 | |
| 3 | AXP |
American Express Co
|
3,370 | $1,139,902 | |
| 4 | COF |
Capital One Financial Corp
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|
1,845 | $370,143 | |
| 5 | PYPL |
PayPal Holdings, Inc.
|
1,825 | $78,803 | |
| 6 | SYF |
Synchrony Financial
|
739 | $56,200 | |
| 7 | ENVA |
Enova International, Inc.
|
197 | $47,423 | |
| 8 | ALLY |
Ally Financial Inc.
|
960 | $44,112 |
All Filings in COF
Export CSV
3 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $370,143 | 1,845 | Shares | Sole | 2026-08-14 | |
| 2026-03-31 | $333,846 | 1,830 | Shares | Sole | 2026-06-24 | |
| 2025-12-31 | $422,918 | 1,745 | Shares | Sole | 2026-06-24 | |
| No filing history on record for this holder in this stock. | ||||||