Cardinal Point Capital Management, ULC »

Capital One Financial shares owned by Cardinal Point Capital Management, ULC

Quarter-by-quarter ownership of Capital One Financial (COF) shares owned by Cardinal Point Capital Management, ULC from 13F filings

Historical chart of Cardinal Point Capital Management, ULC investment in Capital One Financial

Tip: Access up to 7 years of quarterly data

All positions including Capital One Financial held by Cardinal Point Capital Management, ULC consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Capital One Financial by Cardinal Point Capital Management, ULC

Quarter filed Position value Share count Share price at filing
2025-12-31 $228k 940 242.36
2025-06-30 $206k 970 212.76

More positions owned by Cardinal Point Capital Management, ULC

Vanguard Index Fds Total Stk Mkt (VTI)
Apple (AAPL)
Wisdomtree Tr Floatng Rat Trea (USFR)
Vanguard Scottsdale Fds Inter Term Treas (VGIT)
Dimensional Etf Trust World Ex Us Core (DFAX)
Vanguard Intl Equity Index F Allwrld Ex Us (VEU)
Ishares Tr U S Equity Factr (LRGF)
Dimensional Etf Trust Us Core Equity 2 (DFAC)
Ishares Tr National Mun Etf (MUB)
Rbc Cad (RY)
Litman Gregory Fds Tr Imgp Dbi Managed (DBMF)
Alphabet Cap Stk Cl C (GOOG)
Pimco Etf Tr Multisector Bd (PYLD)
Toronto Dominion Bk Ont Com New (TD)
Pimco Etf Tr Muni Income Opp (MINO)

View all positions for Cardinal Point Capital Management, ULC

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