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Capital One Financial shares owned by Bernard Wealth Management Corp.

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

Historical chart of Bernard Wealth Management Corp. investment in Capital One Financial

Tip: Access up to 7 years of quarterly data

All positions including Capital One Financial held by Bernard Wealth Management Corp. consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Capital One Financial by Bernard Wealth Management Corp.

Quarter filed Position value Share count Share price at filing
2025-12-31 $388k 1.6k 242.36
2025-09-30 $340k 1.6k 212.58
2025-06-30 $340k 1.6k 212.76
2025-03-31 $54k 300 179.30