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Capital One Financial shares owned by Collaborative Wealth Managment

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

Historical chart of Collaborative Wealth Managment investment in Capital One Financial

Tip: Access up to 7 years of quarterly data

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

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Quarterly reported holdings in Capital One Financial by Collaborative Wealth Managment

Quarter filed Position value Share count Share price at filing
2025-12-31 $387k 1.6k 242.36

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Spdr Series Trust State Street Spd (SPTM)
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Spdr Series Trust State Street Spd (SPMB)
Wisdomtree Tr Floatng Rat Trea (USFR)

View all positions for Collaborative Wealth Managment

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