Capital One Financial shares owned by EverSource Wealth Advisors
Quarter-by-quarter ownership of Capital One Financial (COF) shares owned by EverSource Wealth Advisors
from 13F filings
Historical chart of EverSource Wealth Advisors investment in Capital One Financial
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Quarterly reported holdings in Capital One Financial by EverSource Wealth Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-12-31 | $1.7M | 7.2k | 242.00 |
| 2025-09-30 | $1.3M | 6.2k | 212.59 |
| 2025-06-30 | $1.2M | 5.6k | 212.76 |
| 2025-03-31 | $493k | 2.7k | 179.86 |
| 2024-12-31 | $371k | 2.1k | 178.32 |
| 2024-09-30 | $236k | 1.6k | 149.72 |
| 2024-06-30 | $101k | 666 | 151.51 |
| 2024-03-31 | $73k | 555 | 131.12 |
| 2023-12-31 | $73k | 555 | 131.12 |
| 2023-09-30 | $59k | 607 | 97.06 |
| 2023-06-30 | $64k | 582 | 109.37 |
| 2023-03-31 | $60k | 627 | 96.30 |
| 2022-12-31 | $84k | 906 | 92.28 |
| 2022-09-30 | $111k | 1.2k | 95.24 |
| 2022-06-30 | $123k | 1.2k | 105.69 |
| 2022-03-31 | $89k | 622 | 142.86 |
| 2021-12-31 | $117k | 826 | 141.73 |
More positions owned by EverSource Wealth Advisors
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