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Capital One Financial shares owned by Beacon Financial

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

Historical chart of Beacon Financial investment in Capital One Financial

Tip: Access up to 7 years of quarterly data

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

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Quarterly reported holdings in Capital One Financial by Beacon Financial

Quarter filed Position value Share count Share price at filing
2026-06-30 $217k 1.1k 200.68
2025-12-31 $238k 983 242.45

More positions owned by Beacon Financial

Wisdomtree U.s. Quality Dividend Growth Fund Us Qtly Div Grt (DGRW)
Ishares Core S&p 500 Etf Core S&p500 Etf (IVV)
Vanguard Growth Index Fund Etf Shares Growth Etf (VUG)
Vanguard High Dividend Yield Index Fund Etf Shares High Div Yld (VYM)
Ishares U.s. Equity Factor Rotation Active Etf Ishares Us Equit (DYNF)
Berkshire Hathaway Class B Cl B New (BRK.B)
First Trust Morningstar Dividend Leaders Index Fund SHS (FDL)
Vanguard Value Index Fund Etf Shares Value Etf (VTV)
State Street Spdr Bloomberg 1-3 Month T-bill Etf St Str Blo 1 Etf (BIL)
Ishares Core S&p Total U.s. Stock Market Etf Core S&p Ttl Stk (ITOT)
First Trust Value Line Dividend Index Fund SHS (FVD)
Ishares Treasury Floating Rate Bond Etf TRS FLT RT BD (TFLO)
NVIDIA Corporation (NVDA)
First Trust Rising Dividend Achievers Etf Risng Divd Achiv (RDVY)
Ishares Large Cap Core Active Etf Isha La Core Etf (BLCR)

View all positions for Beacon Financial

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