Capital One Financial shares owned by Kingswood Wealth Advisors
Quarter-by-quarter ownership of Capital One Financial (COF) shares owned by Kingswood Wealth Advisors
from 13F filings
Historical chart of Kingswood Wealth Advisors investment in Capital One Financial
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Quarterly reported holdings in Capital One Financial by Kingswood Wealth Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-12-31 | $1.9M | 7.7k | 242.35 |
| 2025-09-30 | $308k | 1.4k | 212.64 |
| 2025-06-30 | $304k | 1.4k | 212.76 |
| 2024-09-30 | $1.6M | 10k | 149.72 |
| 2024-06-30 | $1.4M | 10k | 138.45 |
| 2024-03-31 | $1.9M | 13k | 148.89 |
| 2023-12-31 | $1.4M | 11k | 131.12 |
| 2023-09-30 | $1.0M | 11k | 97.05 |