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Capital One Financial shares owned by LJI Wealth Management

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

Historical chart of LJI Wealth Management investment in Capital One Financial

Tip: Access up to 7 years of quarterly data

All positions including Capital One Financial held by LJI 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 LJI Wealth Management

Quarter filed Position value Share count Share price at filing
2025-09-30 $262k 1.2k 212.58
2025-06-30 $262k 1.2k 212.76
2025-03-31 $221k 1.2k 179.30
2024-12-31 $220k 1.2k 178.32

More positions owned by LJI Wealth Management

Ishares Tr Core S&p Ttl Stk (ITOT)
Ishares Tr 0-5yr Invt Gr Cp (SLQD)
Fidelity Comwlth Tr Nasdaq Compsit (ONEQ)
Vanguard Index Fds Total Stk Mkt (VTI)
Ishares Tr Russell 2000 Etf (IWM)
Ishares Tr Fltg Rate Nt Etf (FLOT)
Amplify Etf Tr High Income (YYY)
Ishares Tr Rus Mid Cap Etf (IWR)
Invesco Qqq Tr Unit Ser 1 (QQQ)
Apple (AAPL)
Vanguard Admiral Fds Midcp 400 Grth (IVOG)
Vanguard Scottsdale Fds Vng Rus2000grw (VTWG)
JPMorgan Chase & Co. (JPM)
Palantir Technologies Cl A (PLTR)
NVIDIA Corporation (NVDA)

View all positions for LJI 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