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Capital One Financial shares owned by Icon Wealth Advisors

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

Historical chart of Icon Wealth Advisors investment in Capital One Financial

Tip: Access up to 7 years of quarterly data

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

Quarter filed Position value Share count Share price at filing
2025-12-31 $1.7M 6.8k 242.38
2025-09-30 $1.8M 8.4k 212.57
2025-06-30 $1.8M 8.6k 212.75

More positions owned by Icon Wealth Advisors

Ishares Core S&p 500 Etf Etf (IVV)
Ishares U.s. Equity Factor Rotation Active Etf Etf (DYNF)
Ishares S&p 500 Value Etf Etf (IVE)
Ishares S&p 500 Growth Etf Etf (IVW)
Ishares Core Msci Emerging Markets Etf Etf (IEMG)
Accenture Plc Ireland Shs Class A Stock (ACN)
Microsoft Corp Stock (MSFT)
Ishares Msci Eafe Value Etf Etf (EFV)
Ishares Core Total Usd Bond Market Etf Etf (IUSB)
Ishares S&p 100 Etf Etf (OEF)
Apple Stock (AAPL)
Nvidia Corporation Stock (NVDA)
Ishares Msci Usa Quality Factor Etf Etf (QUAL)
Ishares 10-20 Year Treasury Bond Etf Etf (TLH)
Amazon Stock (AMZN)

View all positions for Icon Wealth Advisors

Top funds holding Capital One Financial

Vanguard Group
BlackRock
State Street Corporation
Capital World Investors
Jpmorgan Chase & Co
FMR
Geode Capital Management
Franklin Resources
Harris Associates L.P
Dodge & Cox
Norges Bank Investment Management
Davis Selected Advisers
Goldman Sachs Group
Reed Conner & Birdwell
Berkshire Hathaway

View all funds holding Capital One Financial