SEC 13F Intelligence

Surience Private Wealth LLC / COF

Surience Private Wealth LLC’s Capital One Finl Corp Position

Does Surience Private Wealth LLC own Capital One Finl Corp (COF)? Not currently — the last reported position was 16.3K shares worth $2M in Q3 2022; the fund’s latest 13F (Q1 2026) no longer reports it.

Position Value
$2M
Q3 2022
Shares
16.3K
% of Portfolio
+3.86%
Quarters Held
1
position exited

Position History COF

Reported value by quarter
Q3 ’22: $2MQ3 ’22filingsflow.com
QuarterSharesValue% of Portfolio
Q3 202216.3K$2M+3.86%

Common-stock position only; options are excluded. Quarters where the fund filed no 13F or reported no position are absent. See Surience Private Wealth LLC’s full portfolio or all institutional holders of COF.