Cypress Financial Planning »

Capital One Financial shares owned by Cypress Financial Planning

Quarter-by-quarter ownership of Capital One Financial (COF) shares owned by Cypress Financial Planning from 13F filings

Historical chart of Cypress Financial Planning investment in Capital One Financial

Tip: Access up to 7 years of quarterly data

All positions including Capital One Financial held by Cypress Financial Planning 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 Cypress Financial Planning

Quarter filed Position value Share count Share price at filing
2025-09-30 $4.8M 23k 212.58
2025-06-30 $4.9M 23k 212.76

More positions owned by Cypress Financial Planning

Vanguard Scottsdale Fds Int-term Corp (VCIT)
Ishares Tr Core S&p500 Etf (IVV)
Vanguard Scottsdale Fds Inter Term Treas (VGIT)
Vanguard Scottsdale Fds Shrt Trm Corp Bd (VCSH)
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)
Vanguard Index Fds Real Estate Etf (VNQ)
Vanguard Index Fds Extend Mkt Etf (VXF)
Ishares Tr Core Div Grwth (DGRO)
Vaneck Etf Trust Fallen Angel Hg (ANGL)
Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO)
Ishares Tr Core Msci Eafe (IEFA)
Select Sector Spdr Tr Financial (XLF)
Vanguard Specialized Funds Div App Etf (VIG)
Spdr S&p 500 Etf Tr Tr Unit (SPY)
Morgan Stanley Com New (MS)

View all positions for Cypress Financial Planning

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