Aprio Wealth Management »

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

Download as csvDownload consolidated filings csv Download as ExcelDownload consolidated filings xlsx

Quarterly reported holdings in Capital One Financial by Aprio Wealth Management

Quarter filed Position value Share count Share price at filing
2026-06-30 $1.0M 5.0k 200.62
2026-03-31 $898k 4.9k 182.44
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 Prof Etf (DUHP)
Dimensional Etf Trust Intl High Profit (DIHP)
Capital Group Core Balanced SHS (CGBL)
Capital Group Growth Etf Shs Creat Unit (CGGR)
Ishares Msci Emrg Chn (EMXC)
Vanguard Mun Bd Fds Core Tax Exempt (VCRM)
First Tr Exchange Traded Nasd Tech Div (TDIV)
Pacer Fds Tr Us Cash Cows 100 (COWZ)
American Centy Etf Tr Us Large Cap Vlu (AVLV)
Capital Group Intl Focus Eqt Shs Creat Unit (CGXU)
Pimco Etf Tr Multisector Bd (PYLD)
Wisdomtree Tr Floatng Rat Trea (USFR)
Apple (AAPL)
First Tr Exchange-traded Nasdq Cln Edge (GRID)
Ishares Tr Us Digi Real Etf (IDGT)

View all positions for Aprio Wealth Management

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