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Capital One Financial shares owned by Kingswood Wealth Advisors

Quarter-by-quarter ownership of Capital One Financial (COF) shares owned by Kingswood Wealth Advisors from 13F filings

Historical chart of Kingswood Wealth Advisors investment in Capital One Financial

Tip: Access up to 7 years of quarterly data

All positions including Capital One Financial held by Kingswood Wealth Advisors consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Capital One Financial by Kingswood Wealth Advisors

Quarter filed Position value Share count Share price at filing
2024-03-31 $1.9M 13k 148.89
2023-12-31 $1.4M 11k 131.12
2023-09-30 $1.0M 11k 97.05

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Spdr S&p 500 Exchange Traded Fund Exchange Traded Fund (SPY)
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Meta Platforms Common Stock (META)
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Ishares Core S&p 500 Exchange Traded Fund (IVV)
Microstrategy Common Stock (MSTR)
2x Bitcoin Strategy Exchange Traded Fund Exchange Traded Fund (BITX)
Unitedhealth Grp Common Stock (UNH)
Visa Common Stock (V)

View all positions for Kingswood Wealth Advisors

Top funds holding Capital One Financial

Vanguard Group
Dodge & Cox
BlackRock
Harris Associates L.P
Berkshire Hathaway
Davis Selected Advisers
Fisher Investments
Reed Conner & Birdwell
Jpmorgan Chase & Co
Geode Capital Management
Pzena Investment Management
Franklin Resources
Arrowstreet Capital, Limited Partnership
Eagle Capital Management
FMR

View all funds holding Capital One Financial