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Capital One Financial shares owned by Avantra Family Wealth

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

Historical chart of Avantra Family Wealth investment in Capital One Financial

Tip: Access up to 7 years of quarterly data

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

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Quarterly reported holdings in Capital One Financial by Avantra Family Wealth

Quarter filed Position value Share count Share price at filing
2025-09-30 $218k 1.0k 212.58

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NVIDIA Corporation (NVDA)
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First Tr Exchng Traded Fd Vi Ft Vest U.s Eqt (GJUN)
Amazon (AMZN)
First Tr Exchng Traded Fd Vi Ft Vest Us Eqt (FJUN)
Wells Fargo & Company (WFC)
Broadcom (AVGO)
Citigroup Com New (C)
Meta Platforms Cl A (META)
Alphabet Cap Stk Cl A (GOOGL)
First Tr Exchng Traded Fd Vi Vest Nasdaq 100 (QMMY)
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Marathon Petroleum Corp (MPC)
First Tr Exchng Traded Fd Vi Ft Vest Us Eqt (GJUL)

View all positions for Avantra Family Wealth

Top funds holding Capital One Financial

Vanguard Group
BlackRock
State Street Corporation
Capital World Investors
Jpmorgan Chase & Co
FMR
Geode Capital Management
Dodge & Cox
Franklin Resources
Harris Associates L.P
Capital Research Global Investors
Davis Selected Advisers
Morgan Stanley
Goldman Sachs Group
Viking Global Investors

View all funds holding Capital One Financial