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Capital One Financial shares owned by LifeGoal Wealth Advisors

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

Historical chart of LifeGoal Wealth Advisors investment in Capital One Financial

Tip: Access up to 7 years of quarterly data

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

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Quarterly reported holdings in Capital One Financial by LifeGoal Wealth Advisors

Quarter filed Position value Share count Share price at filing
2026-06-30 $405k 2.0k 200.62
2025-12-31 $287k 1.2k 242.36

More positions owned by LifeGoal Wealth Advisors

Capital Group Gbl Growth Eqt Shs Creat Unit (CGGO)
Ishares Tr U S Equity Factr (LRGF)
Ishares Tr Core Div Grwth (DGRO)
Rbb Fund Trust First Eagle Gbl (FEGE)
Vanguard Index Fds Growth Etf (VUG)
Vanguard Bd Index Fds Total Bnd Mrkt (BND)
Pimco Etf Tr Multisector Bd (PYLD)
Ea Series Trust Alpha Arch 1-3 (BOXX)
J P Morgan Exchange Traded F Income Etf (JPIE)
Ishares Emng Mkts Eqt (EMGF)
Apple (AAPL)
Capital Grp Fixed Incm Etf T Us Multi-sector (CGMS)
Vanguard Whitehall Fds Intl Dvd Etf (VIGI)
Vanguard Index Fds Total Stk Mkt (VTI)
NVIDIA Corporation (NVDA)

View all positions for LifeGoal Wealth Advisors

Top funds holding Capital One Financial

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

View all funds holding Capital One Financial