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Capital One Financial shares owned by Independent Solutions Wealth Management

Quarter-by-quarter ownership of Capital One Financial (COF) shares owned by Independent Solutions Wealth Management from 13F filings

Historical chart of Independent Solutions Wealth Management investment in Capital One Financial

Tip: Access up to 7 years of quarterly data

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

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Quarterly reported holdings in Capital One Financial by Independent Solutions Wealth Management

Quarter filed Position value Share count Share price at filing
2025-09-30 $554k 2.6k 212.62
2025-06-30 $473k 2.2k 212.81

More positions owned by Independent Solutions Wealth Management

Ishares Tr S&p 500 Grwt Etf (IVW)
Apple (AAPL)
Costco Wholesale Corporation (COST)
NVIDIA Corporation (NVDA)
Broadcom (AVGO)
Ishares Tr S&p 500 Val Etf (IVE)
Palantir Technologies Cl A (PLTR)
Listed Fds Tr Alexis Practical (LEXI)
Microsoft Corporation (MSFT)
Ishares Tr Core Us Aggbd Et (AGG)
Ishares Tr Core Msci Eafe (IEFA)
Ishares Tr Short Treas Bd (SHV)
Ishares Tr Intrm Gov Cr Etf (GVI)
Schwab Strategic Tr Us Lcap Gr Etf (SCHG)
Ishares Tr Core S&p Mcp Etf (IJH)

View all positions for Independent Solutions Wealth Management

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