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Capital One Financial shares owned by Amplius Wealth Advisors

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

Historical chart of Amplius Wealth Advisors investment in Capital One Financial

Tip: Access up to 7 years of quarterly data

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

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Quarterly reported holdings in Capital One Financial by Amplius Wealth Advisors

Quarter filed Position value Share count Share price at filing
2026-06-30 $440k 2.2k 200.62
2021-12-31 $10k 75 133.33

More positions owned by Amplius Wealth Advisors

Ea Series Trust Amplius Aggressv (AAAA)
Putnam Etf Trust Focused Lar Cap (PVAL)
Columbia Etf Tr I Resh Enhnc Cor (RECS)
RBB Motley Fol Etf (TMFC)
John Hancock Exchange Traded Multifactor Mi (JHMM)
Ishares Tr Core S&p Scp Etf (IJR)
Ishares Tr Global 100 Etf (IOO)
Goldman Sachs Etf Tr Aces Ultra Shr (GSST)
Victory Portfolios Ii Short Trm Bd Etf (USTB)
Columbia Etf Tr I Core Bond Etf (CRUX)
Invesco Qqq Tr Unit Ser 1 (QQQ)
Capital Group International SHS (CGIC)
American Centy Etf Tr Avantis Emgmkt (AVEM)
Wisdomtree Tr Us Qtly Div Grt (DGRW)
Ishares Tr S&p 100 Etf (OEF)

View all positions for Amplius Wealth Advisors

Top funds holding Capital One Financial

BlackRock
Vanguard Capital Management
State Street Corporation
Capital World Investors
Geode Capital Management
Franklin Resources
FMR
Vanguard Portfolio Management
Harris Associates L.P
Morgan Stanley
Dodge & Cox
Davis Selected Advisers
Goldman Sachs Group
Berkshire Hathaway
Ubs Global Asset Management Americas

View all funds holding Capital One Financial