Cassaday & Co Wealth Management »

Capital One Financial shares owned by Cassaday & Co Wealth Management

Quarter-by-quarter ownership of Capital One Financial (COF) shares owned by Cassaday & Co Wealth Management from 13F filings

Historical chart of Cassaday & Co Wealth Management investment in Capital One Financial

Tip: Access up to 7 years of quarterly data

All positions including Capital One Financial held by Cassaday & Co Wealth Management consolidated in one spreadsheet with up to 7 years of data

Download as csvDownload consolidated filings csv Download as ExcelDownload consolidated filings xlsx

Quarterly reported holdings in Capital One Financial by Cassaday & Co Wealth Management

Quarter filed Position value Share count Share price at filing
2023-12-31 $1.1M 8.2k 131.13
2023-09-30 $797k 8.2k 97.05
2023-06-30 $907k 8.3k 109.37
2023-03-31 $652k 6.8k 96.17
2022-12-31 $727k 7.8k 92.96

More positions owned by Cassaday & Co Wealth Management

Vanguard World Mega Grwth Ind (MGK)
World Gold Tr Spdr Gld Minis
Ishares Tr Rus Md Cp Gr Etf (IWP)
Ishares Tr Rus 2000 Grw Etf (IWO)
Schwab Strategic Tr Us Dividend Eq (SCHD)
Vanguard Scottsdale Fds Long Term Treas (VGLT)
Select Sector Spdr Tr Rl Est Sel Sec (XLRE)
Ishares Tr Rus Mdcp Val Etf (IWS)
Ishares Tr Msci Emg Mkt Etf (EEM)
Ishares Tr Rus 2000 Val Etf (IWN)
Ishares Tr Rus 1000 Val Etf (IWD)
Proshares Tr S&p 500 Dv Arist (NOBL)
Ishares Tr Eafe Sml Cp Etf (SCZ)
Apple (AAPL)
Ishares Tr Eafe Grwth Etf (EFG)

View all positions for Cassaday & Co Wealth Management

Top funds holding Capital One Financial

Vanguard Group
Dodge & Cox
Harris Associates L.P
Berkshire Hathaway
Davis Selected Advisers
Fisher Investments
Jpmorgan Chase & Co
Pzena Investment Management
Eagle Capital Management
Dimensional Fund Advisors
Bank of America Corporation
Arrowstreet Capital, Limited Partnership
Franklin Resources
Legal & General Group
Bank of New York Mellon

View all funds holding Capital One Financial