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Capital One Financial shares owned by Essential Planning

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

Historical chart of Essential Planning investment in Capital One Financial

Tip: Access up to 7 years of quarterly data

All positions including Capital One Financial held by Essential Planning consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Capital One Financial by Essential Planning

Quarter filed Position value Share count Share price at filing
2024-12-31 $2.0M 12k 172.52

More positions owned by Essential Planning

Vanguard Bd Index Fds Total Bnd Mrkt (BND)
Dimensional Etf Trust Us Core Eqt Mkt (DFAU)
Dimensional Etf Trust Intl Core Eqt Mk (DFAI)
Vanguard Index Fds Total Stk Mkt (VTI)
Eli Lilly & Co. (LLY)
Dimensional Etf Trust Core Fixed Incom (DFCF)
Dimensional Etf Trust Emgr Cre Eqt Mng (DFAE)
Ishares Tr Core S&p500 Etf (IVV)
Vanguard Bd Index Fds Short Trm Bond (BSV)
Vanguard Malvern Fds Strm Infproidx (VTIP)
Vanguard Index Fds Sml Cp Grw Etf (VBK)
Ishares Tr Mbs Etf (MBB)
Fidelity Covington Trust Msci Rl Est Etf (FREL)
Ishares Tr 1 3 Yr Treas Bd (SHY)
Ishares Tr Ibonds 25 Trm Ts (IBTF)

View all positions for Essential Planning

Top funds holding Capital One Financial

Vanguard Group
BlackRock
Dodge & Cox
State Street Corporation
Harris Associates L.P
Capital Research Global Investors
Jpmorgan Chase & Co
Franklin Resources
Davis Selected Advisers
Fisher Investments
Geode Capital Management
FMR
Reed Conner & Birdwell
Berkshire Hathaway
Pzena Investment Management

View all funds holding Capital One Financial