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Capital One Financial shares owned by Spartan Planning & Wealth Management

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

Historical chart of Spartan Planning & Wealth Management investment in Capital One Financial

Tip: Access up to 7 years of quarterly data

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

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Quarterly reported holdings in Capital One Financial by Spartan Planning & Wealth Management

Quarter filed Position value Share count Share price at filing
2023-12-31 $55k 422 131.12
2023-09-30 $291 3 97.00

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Ishares Tr Cre U S Reit Etf (USRT)
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Ishares Tr 1 3 Yr Treas Bd (SHY)
Spdr Index Shs Fds Portfolio Emg Mk (SPEM)
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Spdr Index Shs Fds Portfolio Devlpd (SPDW)
Ishares Tr Msci Eafe Etf (EFA)
Spdr Ser Tr Bloomberg Intl T (BWX)
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Spdr Ser Tr Portfolio Ln Tsr (SPTL)

View all positions for Spartan Planning & Wealth Management

Top funds holding Capital One Financial

Vanguard Group
Dodge & Cox
Harris Associates L.P
Berkshire Hathaway
Davis Selected Advisers
Fisher Investments
Jpmorgan Chase & Co
Pzena Investment Management
Eagle Capital Management
Dimensional Fund Advisors
Bank of America Corporation
Arrowstreet Capital, Limited Partnership
Franklin Resources
Legal & General Group
Bank of New York Mellon

View all funds holding Capital One Financial