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Capital One Financial shares owned by Private Wealth Management Group

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

Historical chart of Private Wealth Management Group investment in Capital One Financial

Tip: Access up to 7 years of quarterly data

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

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Quarterly reported holdings in Capital One Financial by Private Wealth Management Group

Quarter filed Position value Share count Share price at filing
2024-03-31 $24k 158 148.89
2023-12-31 $21k 158 131.12

More positions owned by Private Wealth Management Group

Dimensional Etf Trust Us Core Equity 2 (DFAC)
Dimensional Etf Trust Us Small Cap Val (DFSV)
Vanguard Scottsdale Fds Inter Term Treas (VGIT)
Dimensional Etf Trust Intl Core Equity (DFIC)
Dimensional Etf Trust Intl Small Cap V (DISV)
Spdr Ser Tr S&p 400 Mdcp Val (MDYV)
Dimensional Etf Trust Us Equity Etf (DFUS)
Dimensional Etf Trust Global Real Est (DFGR)
Ishares Tr National Mun Etf (MUB)
Dimensional Etf Trust Emerging Mkts Co (DFEM)
Ishares Tr Shrt Nat Mun Etf (SUB)
Dimensional Etf Trust Us Targeted Vlu (DFAT)
American Centy Etf Tr Us Sml Cp Valu (AVUV)
Vanguard Malvern Fds Strm Infproidx (VTIP)
Apple (AAPL)

View all positions for Private Wealth Management Group

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