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Capital One Financial shares owned by CBIZ Investment Advisory Services

Quarter-by-quarter ownership of Capital One Financial (COF) shares owned by CBIZ Investment Advisory Services from 13F filings

Historical chart of CBIZ Investment Advisory Services investment in Capital One Financial

Tip: Access up to 7 years of quarterly data

All positions including Capital One Financial held by CBIZ Investment Advisory Services consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Capital One Financial by CBIZ Investment Advisory Services

Quarter filed Position value Share count Share price at filing
2025-09-30 $47k 221 212.58
2025-06-30 $55k 257 212.76
2025-03-31 $9.1k 51 179.29
2024-12-31 $3.2k 18 178.33

More positions owned by CBIZ Investment Advisory Services

Vanguard Bd Index Fds Total Bnd Mrkt (BND)
Vanguard Index Fds Growth Etf (VUG)
Vanguard Index Fds Value Etf (VTV)
Vanguard Intl Equity Index F Allwrld Ex Us (VEU)
Invesco Qqq Tr Unit Ser 1 (QQQ)
Vanguard Index Fds Mid Cap Etf (VO)
Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO)
Invesco Exchange Traded Fd T S&p500 Eql Wgt (RSP)
Ishares Tr Core S&p500 Etf (IVV)
TransDigm Group Incorporated (TDG)
Vanguard Index Fds Small Cp Etf (VB)
Ishares Tr Iboxx Hi Yd Etf (HYG)
Vanguard Scottsdale Fds Int-term Corp (VCIT)
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)
Vanguard Index Fds Total Stk Mkt (VTI)

View all positions for CBIZ Investment Advisory Services

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