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Capital One Financial shares owned by Meriwether Wealth & Planning

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

Historical chart of Meriwether Wealth & Planning investment in Capital One Financial

Tip: Access up to 7 years of quarterly data

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

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Quarterly reported holdings in Capital One Financial by Meriwether Wealth & Planning

Quarter filed Position value Share count Share price at filing
2025-09-30 $213k 1.0k 212.58
2025-06-30 $211k 990 212.76

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Schwab Strategic Tr Us Lcap Gr Etf (SCHG)
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Fidelity Merrimack Str Tr Total Bd Etf (FBND)
Invesco Exch Trd Slf Idx Bulshs 2027 Cb (BSCR)
Invesco Exch Trd Slf Idx Bulshs 2026 Cb (BSCQ)
Dimensional Etf Trust Us Small Cap Etf (DFAS)
JPMorgan Chase & Co. (JPM)
Exxon Mobil Corporation (XOM)
Sei Exchange Traded Funds Enhanced Us Lrg (SEIQ)
Invesco Exch Traded Fd Tr Ii S&p500 Low Vol (SPLV)
Spdr Series Trust Portfli High Yld (SPHY)
Berkshire Hathaway Inc Del Cl B New (BRK.B)
Alphabet Cap Stk Cl C (GOOG)
Microsoft Corporation (MSFT)
Amazon (AMZN)

View all positions for Meriwether Wealth & Planning

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