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Capital One Financial shares owned by Helium Advisors

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

Historical chart of Helium Advisors investment in Capital One Financial

Tip: Access up to 7 years of quarterly data

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

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Quarterly reported holdings in Capital One Financial by Helium Advisors

Quarter filed Position value Share count Share price at filing
2025-06-30 $265k 1.2k 212.73
2025-03-31 $210k 1.2k 179.31
2024-12-31 $205k 1.1k 178.26

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Select Sector Spdr Tr Sbi Healthcare (XLV)
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Oracle Corporation (ORCL)

View all positions for Helium 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