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Capital One Financial shares owned by Legacy Financial Independent Advisors

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

Historical chart of Legacy Financial Independent Advisors investment in Capital One Financial

Tip: Access up to 7 years of quarterly data

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

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Quarterly reported holdings in Capital One Financial by Legacy Financial Independent Advisors

Quarter filed Position value Share count Share price at filing
2026-03-31 $4.0M 22k 182.43

More positions owned by Legacy Financial Independent Advisors

Alerian Mlp Etf Alerian Mlp (AMLP)
Goldman Sachs Growth Opportunities Etf Growth Opportuni (GSGO)
International Business Machines (IBM)
Duke Energy Corporation Com New (DUK)
Southern Company (SO)
American Electric Power Company (AEP)
Simon Property (SPG)
First Trust Wcm International Equity Etf Wcm Intl Equity (WCMI)
PPL Corporation (PPL)
Principal Investment Grade Corporate Active Etf Prnc Invt Grad (IG)
Microsoft Corporation (MSFT)
Consolidated Edison (ED)
Waste Management (WM)
Ameren Corporation (AEE)
Cadence Design Systems (CDNS)

View all positions for Legacy Financial Independent Advisors

Top funds holding Capital One Financial

Vanguard Group
BlackRock
Vanguard Capital Management
State Street Corporation
FMR
Capital World Investors
Geode Capital Management
Franklin Resources
Vanguard Portfolio Management
Harris Associates L.P
Dodge & Cox
Morgan Stanley
Davis Selected Advisers
Goldman Sachs Group
Berkshire Hathaway

View all funds holding Capital One Financial