PENSION & WEALTH MANAGEMENT ADVISORS, INC.

Pension

Position in COF — Capital One Financial Corp

CIK 2145782 WALTHAM, MA

Position in COF

as of Jun 30, 2026 · filed Aug 7, 2026 Compact

Position Value

$30,494

New position

Shares Held

152

first reported quarter

Ownership

0.000%

of shares outstanding

% of Portfolio

0.02%

of 13F equity value

Holder Rank

#1,932

of 2,096 holders

Holding Since

Jun 2026

1 quarter on record

Voting authority Sole 0% Shared 0% None 100%

Financial Services · as of Jun 30, 2026

PENSION & WEALTH MANAGEMENT ADVISORS, INC. holds $1,132,858 across 6 Credit Services names. COF ranks #5 (2.7% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	V	Visa Inc.	2,040	$699,903
2	SOFI	SoFi Technologies, Inc.	13,606	$243,955
3	AXP	American Express Co	345	$116,696
4	MA	Mastercard Inc	73	$37,492
5	COF	Capital One Financial Corp This page	152	$30,494
6	PYPL	PayPal Holdings, Inc.	100	$4,318

1 filing row on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$30,494	152	—	Shares	Sole	2026-08-07
No filing history on record for this holder in this stock.