Keudell/Morrison Wealth Management »

Capital One Financial shares owned by Keudell/Morrison Wealth Management

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

Historical chart of Keudell/Morrison Wealth Management investment in Capital One Financial

Tip: Access up to 7 years of quarterly data

All positions including Capital One Financial held by Keudell/Morrison 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 Keudell/Morrison Wealth Management

Quarter filed Position value Share count Share price at filing
2025-06-30 $204k 958 212.76
2024-12-31 $235k 1.3k 178.32

More positions owned by Keudell/Morrison Wealth Management

Vaneck Etf Trust Ig Floating Rate (FLTR)
Franklin Templeton Etf Tr Senior Loan Etf (FLBL)
Schwab Strategic Tr Us Dividend Eq (SCHD)
Schwab Strategic Tr Fundamental Intl (FNDF)
Vanguard Whitehall Fds High Div Yld (VYM)
Dimensional Etf Trust Us Core Equity 2 (DFAC)
Simplify Exchange Traded Fun Hedged Equity (HEQT)
Apple (AAPL)
Vanguard Whitehall Fds Em Mk Gov Bd Etf (VWOB)
Dimensional Etf Trust Emerging Mrktets (DEXC)
Tortoise Capital Series Trus North Amern Pipe (TPYP)
Microsoft Corporation (MSFT)
Amazon (AMZN)
Alphabet Cap Stk Cl C (GOOG)
J P Morgan Exchange Traded F Municipal Etf (JMUB)

View all positions for Keudell/Morrison 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