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Capital One Financial shares owned by Atlantic Private Wealth

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

Historical chart of Atlantic Private Wealth investment in Capital One Financial

Tip: Access up to 7 years of quarterly data

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

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Quarterly reported holdings in Capital One Financial by Atlantic Private Wealth

Quarter filed Position value Share count Share price at filing
2025-12-31 $7.6k 31 245.10
2025-09-30 $6.7k 31 215.00
2025-06-30 $6.7k 31 215.16

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Vanguard Extended Etf (VXF)
iShares iBonds Dec 2026 Term Treasury ETF Etf (IBTG)
Vanguard World Etf (ESGV)
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iShares TR Esg SCRND Etf (XVV)
iShares Trust Esg Etf (DMXF)
Vanguard Intl Equity Etf (VEU)
Select Sector SPDR Etf (XLE)
iShares S&P 500 Etf (IVV)

View all positions for Atlantic Private Wealth

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