Position in COF
as of Jun 30, 2026
· filed Jul 9, 2026
Position Value
$212,055
New position
Shares Held
1,057
first reported quarter
Ownership
0.000%
of shares outstanding
% of Portfolio
0.11%
of 13F equity value
Holder Rank
#1,718
of 2,096 holders
Holding Since
Jun 2026
1 quarter on record
Voting authority
Sole 0%
Shared 0%
None 100%
Position in Credit Services
Financial Services · as of Jun 30, 2026Vertrix Wealth Management, LLC holds $6,333,703 across 2 Credit Services names. COF ranks #2 (3.3% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | AXP |
American Express Co
|
18,098 | $6,121,648 | |
| 2 | COF |
Capital One Financial Corp
This page
|
1,057 | $212,055 |
All Filings in COF
Export CSV
1 filing row on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $212,055 | 1,057 | Shares | Sole | 2026-07-09 | |
| No filing history on record for this holder in this stock. | ||||||