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Capital One Financial shares owned by Holistic Planning

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

Historical chart of Holistic Planning investment in Capital One Financial

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

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Quarterly reported holdings in Capital One Financial by Holistic Planning

Quarter filed Position value Share count Share price at filing
2025-09-30 $361k 1.7k 212.60
2025-06-30 $361k 1.7k 212.71

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View all positions for Holistic Planning

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