Capital One Financial shares owned by Annex Advisory Services, LLC, d/b/a Annex Wealth Management
Quarter-by-quarter ownership of Capital One Financial (COF) shares owned by Annex Advisory Services, LLC, d/b/a Annex Wealth Management
from 13F filings
Historical chart of Annex Advisory Services, LLC, d/b/a Annex Wealth Management investment in Capital One Financial
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Quarterly reported holdings in Capital One Financial by Annex Advisory Services, LLC, d/b/a Annex Wealth Management
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-12-31 | $4.4M | 18k | 242.36 |
| 2018-12-31 | $2.2M | 29k | 75.59 |
| 2018-09-30 | $2.6M | 27k | 94.93 |
| 2018-06-30 | $2.3M | 25k | 91.91 |
| 2018-03-31 | $2.2M | 23k | 95.82 |
| 2017-12-31 | $2.0M | 20k | 99.60 |
| 2017-09-30 | $1.6M | 19k | 84.68 |
| 2017-06-30 | $1.4M | 17k | 82.60 |
| 2017-03-31 | $955k | 11k | 86.69 |
| 2016-12-31 | $1.2M | 13k | 87.21 |
| 2016-09-30 | $669k | 9.3k | 71.84 |
| 2016-06-30 | $564k | 8.9k | 63.52 |
| 2016-03-31 | $621k | 9.0k | 69.29 |
| 2015-12-31 | $537k | 7.4k | 72.18 |
| 2015-09-30 | $471k | 6.5k | 72.56 |
| 2015-06-30 | $416k | 4.7k | 87.89 |
| 2015-03-31 | $273k | 3.5k | 78.79 |
More positions owned by Annex Advisory Services, LLC, d/b/a Annex Wealth Management
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