MGB Wealth Management »

Capital One Financial shares owned by MGB Wealth Management

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

Historical chart of MGB Wealth Management investment in Capital One Financial

Tip: Access up to 7 years of quarterly data

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

Download as csvDownload consolidated filings csv Download as ExcelDownload consolidated filings xlsx

Quarterly reported holdings in Capital One Financial by MGB Wealth Management

Quarter filed Position value Share count Share price at filing
2025-12-31 $678k 2.8k 242.38
2025-09-30 $425k 2.0k 212.83
2025-06-30 $425k 2.0k 212.72
2025-03-31 $313k 1.7k 179.15

More positions owned by MGB Wealth Management

Applovin Corp Com Cl A (APP)
Invesco Qqq Tr Unit Ser 1 (QQQ)
Microsoft Corporation (MSFT)
Spdr S&p 500 Etf Tr Tr Unit (SPY)
Broadcom (AVGO)
Spdr Series Trust State Street Spd (XSD)
NVIDIA Corporation (NVDA)
Apple (AAPL)
Spdr Gold Tr Gold Shs (GLD)
Wal-Mart Stores (WMT)
JPMorgan Chase & Co. (JPM)
Alphabet Cap Stk Cl A (GOOGL)
Ishares Silver Tr Ishares (SLV)
First Tr Exchange-traded Dj Internt Idx (FDN)
First Tr Exchange-traded SHS (QTEC)

View all positions for MGB Wealth Management

Top funds holding Capital One Financial

Vanguard Group
BlackRock
State Street Corporation
Capital World Investors
Jpmorgan Chase & Co
FMR
Geode Capital Management
Franklin Resources
Harris Associates L.P
Dodge & Cox
Norges Bank Investment Management
Davis Selected Advisers
Goldman Sachs Group
Reed Conner & Birdwell
Berkshire Hathaway

View all funds holding Capital One Financial