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Capital One Financial shares owned by Centric Wealth Management

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

Historical chart of Centric Wealth Management investment in Capital One Financial

Tip: Access up to 7 years of quarterly data

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

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Quarterly reported holdings in Capital One Financial by Centric Wealth Management

Quarter filed Position value Share count Share price at filing
2025-12-31 $310k 1.4k 223.68
2025-09-30 $304k 1.4k 219.99
2025-06-30 $279k 1.3k 208.23

More positions owned by Centric Wealth Management

United Parcel Service CL B (UPS)
Ishares Tr 0-3 Mnth Treasry (SGOV)
Vanguard Index Fds S&p 500 Etf Shs (VOO)
Apple (AAPL)
Hartford Fds Exchange Traded Strategic Income (HFSI)
Vanguard Scottsdale Fds Vng Rus1000val (VONV)
Pacer Fds Tr Lunt Lrgcp Multi (PALC)
Eli Lilly & Co. (LLY)
First Tr Exch Traded Fd Iii Lng/sht Equity (FTLS)
NVIDIA Corporation (NVDA)
Ishares Tr Ibonds Dec 2030 (IBDV)
Microsoft Corporation (MSFT)
Schwab Strategic Tr Int-trm U.s Tres (SCHR)
Schwab Strategic Tr Us Dividend Eq (SCHD)
UnitedHealth (UNH)

View all positions for Centric Wealth Management

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