Institutional & Family Asset Management »

Capital One Financial shares owned by Institutional & Family Asset Management

Quarter-by-quarter ownership of Capital One Financial (COF) shares owned by Institutional & Family Asset Management from 13F filings

Historical chart of Institutional & Family Asset Management investment in Capital One Financial

Tip: Access up to 7 years of quarterly data

All positions including Capital One Financial held by Institutional & Family Asset Management consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Capital One Financial by Institutional & Family Asset Management

Quarter filed Position value Share count Share price at filing
2024-03-31 $1000k 6.7k 148.89
2023-12-31 $880k 6.7k 131.12
2023-09-30 $651k 6.7k 97.05
2023-06-30 $734k 6.7k 109.37
2023-03-31 $644k 6.7k 96.16
2022-12-31 $619k 6.7k 92.96
2022-09-30 $614k 6.7k 92.22
2022-06-30 $694k 6.7k 104.24
2022-03-31 $862k 6.6k 131.36
2021-12-31 $952k 6.6k 145.08
2021-09-30 $1.1M 6.6k 161.99
2021-06-30 $1.0M 6.6k 154.68
2021-03-31 $835k 6.6k 127.25
2020-12-31 $649k 6.6k 98.90
2020-09-30 $470k 6.5k 71.80
2020-06-30 $411k 6.6k 62.60
2020-03-31 $328k 6.5k 50.37
2019-12-31 $671k 6.5k 102.84
2019-09-30 $593k 6.5k 91.01
2019-06-30 $590k 6.5k 90.71
2019-03-31 $531k 6.5k 81.64
2018-12-31 $480k 6.4k 75.55
2018-09-30 $616k 6.5k 94.87
2018-06-30 $597k 6.5k 91.95
2018-03-31 $622k 6.5k 95.80
2017-12-31 $643k 6.5k 99.54
2017-09-30 $546k 6.5k 84.61
2017-06-30 $530k 6.4k 82.63
2017-03-31 $553k 6.4k 86.62
2016-12-31 $556k 6.4k 87.22
2016-09-30 $458k 6.4k 71.84
2016-06-30 $405k 6.4k 63.53
2016-03-31 $460k 6.4k 72.16
2015-12-31 $460k 6.4k 72.16

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Ishares Tr 7-10 Yr Trsy Bd (IEF)
Ishares Core Msci Emkt (IEMG)
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Vanguard Index Fds Small Cp Etf (VB)
Ishares Tr U.s. Real Es Etf (IYR)
Plains All Amern Pipeline L Unit Ltd Partn (PAA)
Apple (AAPL)
Microsoft Corporation (MSFT)
JPMorgan Chase & Co. (JPM)
Ishares Tr Iboxx Inv Cp Etf (LQD)

View all positions for Institutional & Family Asset Management

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