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Capital One Financial shares owned by Aprio Wealth Management

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

Historical chart of Aprio Wealth Management investment in Capital One Financial

Tip: Access up to 7 years of quarterly data

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

Quarter filed Position value Share count Share price at filing
2025-12-31 $1.6M 6.5k 242.37
2025-09-30 $802k 3.8k 212.60
2025-06-30 $749k 3.5k 212.76

More positions owned by Aprio Wealth Management

Dimensional Etf Trust Us High Profitab (DUHP)
Dimensional Etf Trust Intl High Profit (DIHP)
Capital Group Core Balanced SHS (CGBL)
Capital Group Growth Etf Shs Creation Uni (CGGR)
Ishares Msci Emrg Chn (EMXC)
Vanguard Mun Bd Fds Core Tax Exempt (VCRM)
Pacer Fds Tr Us Cash Cows 100 (COWZ)
Capital Group Intl Focus Eqt Shs Creation Uni (CGXU)
First Tr Exchange Traded Nasd Tech Div (TDIV)
Janus Detroit Str Tr Hendrson Aaa Cl (JAAA)
Profesionally Managed Portfo Akre Focus Etf (AKRE)
American Centy Etf Tr Us Large Cap Vlu (AVLV)
J P Morgan Exchange Traded F Active Growth (JGRO)
Pimco Etf Tr Multisector Bd (PYLD)
Apple (AAPL)

View all positions for Aprio Wealth Management

Top funds holding Capital One Financial

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

View all funds holding Capital One Financial