Surevest »

Capital One Financial shares owned by Surevest

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

Historical chart of Surevest investment in Capital One Financial

Tip: Access up to 7 years of quarterly data

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

Download as csvDownload consolidated filings csv Download as ExcelDownload consolidated filings xlsx

Quarterly reported holdings in Capital One Financial by Surevest

Quarter filed Position value Share count Share price at filing
2022-09-30 $858k 9.3k 92.14
2022-06-30 $796k 7.6k 104.22
2022-03-31 $864k 6.6k 131.27
2021-12-31 $90k 619 145.40

More positions owned by Surevest

Ishares Tr Rus 1000 Grw Etf (IWF)
Ishares Tr Core Us Aggbd Et (AGG)
Ishares Tr Core Msci Total (IXUS)
Ishares Tr Msci Acwi Ex Us (ACWX)
Apple (AAPL)
Ishares Tr Morningstar Valu (ILCV)
Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO)
Ishares Tr Rusel 2500 Etf (SMMD)
Ishares Tr Morningstr Us Eq (ILCB)
Palo Alto Networks (PANW)
Ishares Tr Morningstar Grwt (ILCG)
Chevron Corporation (CVX)
Microsoft Corporation (MSFT)
Genuine Parts Company (GPC)
Philip Morris International (PM)

View all positions for Surevest

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