Heartwood Wealth Advisors »

Capital One Financial shares owned by Heartwood Wealth Advisors

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

Historical chart of Heartwood Wealth Advisors investment in Capital One Financial

Tip: Access up to 7 years of quarterly data

All positions including Capital One Financial held by Heartwood Wealth Advisors 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 Heartwood Wealth Advisors

Quarter filed Position value Share count Share price at filing
2023-12-31 $223k 1.7k 131.12

More positions owned by Heartwood Wealth Advisors

Vanguard Large-cap Etf Etf (VV)
Vanguard Small-cap Etf Etf (VB)
Vanguard Ftse Developed Markets Etf Etf (VEA)
Schwab Emerging Markets Equity Etf Etf (SCHE)
Vanguard Mid-cap Etf Etf (VO)
Invesco S&p Ultra Dividend Revenue Etf Etf (RDIV)
Vanguard High Dividend Yield Index Etf Etf (VYM)
Vaneck Junior Gold Miners Etf Etf (GDXJ)
Ishares Core U.s. Aggregate Bond Etf Etf (AGG)
Spdr Portfolio Aggregate Bond Etf Etf (SPAB)
Ishares S&p Small-cap 600 Value Etf Etf (IJS)
Spdr Portfolio Short Term Treasury Etf Etf (SPTS)
Vanguard Value Etf Etf (VTV)
Vanguard Growth Etf Etf (VUG)
Ishares Msci Eafe Etf Etf (EFA)

View all positions for Heartwood Wealth Advisors

Top funds holding Capital One Financial

Vanguard Group
Dodge & Cox
Harris Associates L.P
Berkshire Hathaway
Davis Selected Advisers
Fisher Investments
Jpmorgan Chase & Co
Pzena Investment Management
Eagle Capital Management
Dimensional Fund Advisors
Bank of America Corporation
Arrowstreet Capital, Limited Partnership
Franklin Resources
Legal & General Group
Bank of New York Mellon

View all funds holding Capital One Financial