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Capital One Financial shares owned by Private Ocean

Quarter-by-quarter ownership of Capital One Financial (COF) shares owned by Private Ocean from 13F filings

Historical chart of Private Ocean investment in Capital One Financial

Tip: Access up to 7 years of quarterly data

All positions including Capital One Financial held by Private Ocean consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Capital One Financial by Private Ocean

Quarter filed Position value Share count Share price at filing
2024-03-31 $3.4k 23 148.87
2023-12-31 $3.0k 23 131.13
2023-09-30 $2.2k 23 97.04
2023-06-30 $2.5k 23 109.39
2023-03-31 $2.2k 23 96.17

More positions owned by Private Ocean

Dimensional U.S. Core Equity 2 ETF Etf (DFAC)
iShares Total US Bond ETF Etf (IUSB)
Dimensional Global Real Estate ETF Etf (DFGR)
Dimensional Emerging Core Equity Mkt ETF Etf (DFAE)
SPDR Blmbg Barclays High Yield Bd ETF Etf (JNK)
Dimensional International Equity Mkt ETF Etf (DFAI)
Vanguard Short-Term Corporate Bond ETF Etf (VCSH)
iShares ESG U.S. Aggregate Bond ETF Etf (EAGG)
Invesco Taxable Municipal Bond ETF Etf (BAB)
iShares MSCI USA Quality Factor ETF Etf (QUAL)
Dimensional U.S. Core Equity Market ETF Etf (DFAU)
iShares Russell 1000 Index Etf (IWB)
SPDR Nuveen S&P High Yield Municipal Bond Etf (HYMB)
iShares Core S&P 500 ETF Etf (IVV)
iShares ESG 1-5 Year USD Corp Bd ETF Etf (SUSB)

View all positions for Private Ocean

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