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Capital One Financial shares owned by Gitterman Wealth Management

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

Historical chart of Gitterman Wealth Management investment in Capital One Financial

Tip: Access up to 7 years of quarterly data

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

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Quarterly reported holdings in Capital One Financial by Gitterman Wealth Management

Quarter filed Position value Share count Share price at filing
2025-09-30 $210k 987 212.58
2025-06-30 $59k 278 212.76
2024-06-30 $300k 2.2k 138.58

More positions owned by Gitterman Wealth Management

Vanguard Scottsdale Fds Inter Term Treas (VGIT)
Vanguard Index Fds S&p 500 Etf Shs (VOO)
2023 Etf Series Trust Ii Gmo Us Quality E (QLTY)
Spdr Series Trust Bloomberg 1-3 Mo (BIL)
First Tr Exchange Traded Nasdq Cln Edge (GRID)
Spdr Gold Tr Gold Shs (GLD)
Invesco Exchange Traded Fd T Water Res Etf (PHO)
Ishares Tr Hdg Msci Eafe (HEFA)
Apple (AAPL)
Microsoft Corporation (MSFT)
Vanguard Index Fds Total Stk Mkt (VTI)
Ishares Tr Core S&p500 Etf (IVV)
Johnson & Johnson (JNJ)
Alphabet Cap Stk Cl A (GOOGL)
Nextera Energy (NEE)

View all positions for Gitterman Wealth Management

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