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Capital One Financial shares owned by MBL Wealth

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

Historical chart of MBL Wealth investment in Capital One Financial

Tip: Access up to 7 years of quarterly data

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

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Quarterly reported holdings in Capital One Financial by MBL Wealth

Quarter filed Position value Share count Share price at filing
2026-03-31 $288k 1.6k 182.43

More positions owned by MBL Wealth

State Str Spdr S&p 500 Etf T Put Put Option (Principal) (SPY)
Spdr Series Trust State Street Spd (BIL)
Ishares Tr Core S&p Mcp Etf (IJH)
World Gold Tr Spdr Gld Minis (GLDM)
Ishares Core Msci Emkt (IEMG)
Amplify Etf Tr Cwp Enhanced Div (DIVO)
Ishares Tr Core 1 5 Yr Usd (ISTB)
Dimensional Etf Trust Natl Mun Bd Etf (DFNM)
Victory Portfolios Ii Core Intermediat (UITB)
Ishares Tr Core S&p Scp Etf (IJR)
Ishares Tr Core Msci Eafe (IEFA)
Ishares Tr 3 7 Yr Treas Bd (IEI)
Ishares Tr Core Msci Intl (IDEV)
Pimco Etf Tr Inter Mun Bd Act (MUNI)
Apple (AAPL)

View all positions for MBL Wealth

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