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Capital One Financial shares owned by HCR Wealth Advisors

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

Historical chart of HCR Wealth Advisors investment in Capital One Financial

Tip: Access up to 7 years of quarterly data

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

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Quarterly reported holdings in Capital One Financial by HCR Wealth Advisors

Quarter filed Position value Share count Share price at filing
2025-09-30 $722k 3.4k 213.78
2025-06-30 $719k 3.4k 212.81

More positions owned by HCR Wealth Advisors

Apple Common Stock (AAPL)
Vanguard Growth Index Fund ETF Etf (VUG)
Vanguard High Dividend Yield Index Fund ETF Etf (VYM)
Nvidia Corp Common Stock (NVDA)
iShares Core S&P Small-Cap ETF Etf (IJR)
iShares Core S&P 500 ETF Etf (IVV)
Microsoft Common Stock (MSFT)
Alphabet Common Stock (GOOGL)
First Trust Preferred Securities and Income ETF Etf (FPE)
iShares Core MSCI Emerging ETF Etf (IEMG)
Ametek Common Stock (AME)
Palo Alto Networks Common Stock (PANW)
Meta Platforms Common Stock (META)
Amazon.Com Common Stock (AMZN)
Visa Common Stock (V)

View all positions for HCR Wealth Advisors

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