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Capital One Financial shares owned by Concurrent Investment Advisors

Quarter-by-quarter ownership of Capital One Financial (COF) shares owned by Concurrent Investment Advisors from 13F filings

Historical chart of Concurrent Investment Advisors investment in Capital One Financial

Tip: Access up to 7 years of quarterly data

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

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Quarterly reported holdings in Capital One Financial by Concurrent Investment Advisors

Quarter filed Position value Share count Share price at filing
2025-12-31 $15M 60k 242.36
2025-09-30 $3.6M 17k 212.58
2025-06-30 $4.2M 20k 212.76
2025-03-31 $3.2M 18k 179.30
2024-12-31 $3.0M 17k 178.32
2024-06-30 $292k 2.1k 138.48
2024-03-31 $350k 2.3k 148.87
2023-12-31 $326k 2.5k 131.11