49 Wealth Management »

Capital One Financial shares owned by 49 Wealth Management

Quarter-by-quarter ownership of Capital One Financial (COF) shares owned by 49 Wealth Management from 13F filings

Historical chart of 49 Wealth Management investment in Capital One Financial

Tip: Access up to 7 years of quarterly data

All positions including Capital One Financial held by 49 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 49 Wealth Management

Quarter filed Position value Share count Share price at filing
2026-06-30 $210k 1.0k 200.62

More positions owned by 49 Wealth Management

Ishares Tr Core S&p500 Etf (IVV)
Ishares Core Msci Emkt (IEMG)
Ishares Tr Core Msci Total (IXUS)
Ishares Tr Rus 1000 Grw Etf (IWF)
Ishares Tr Core Msci Eafe (IEFA)
Ishares Tr Russell 2000 Etf (IWM)
Elevation Series Trust Polen Divid Etf (DIVZ)
Ishares Tr Core S&p Mcp Etf (IJH)
Ishares Tr Rus Mid Cap Etf (IWR)
Spdr Series Trust St Str P500etf (SPYM)
Vanguard Index Fds S&p 500 Etf Shs (VOO)
Ishares Tr Ishs 5-10yr Invt (IGIB)
Fidelity Merrimack Str Tr Total Bd Etf (FBND)
Rbb Fund Trust Pathfinder Disc (PFDE)
Vanguard Bd Index Fds Intermed Term (BIV)

View all positions for 49 Wealth Management

Top funds holding Capital One Financial

BlackRock
Vanguard Capital Management
State Street Corporation
Capital World Investors
Jpmorgan Chase & Co
Geode Capital Management
Franklin Resources
Vanguard Portfolio Management
Harris Associates L.P
FMR
Norges Bank Investment Management
Dodge & Cox
Morgan Stanley
Goldman Sachs Group
Davis Selected Advisers

View all funds holding Capital One Financial