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Capital One Financial shares owned by Modern Wealth Management

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

Historical chart of Modern Wealth Management investment in Capital One Financial

Tip: Access up to 7 years of quarterly data

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

Quarter filed Position value Share count Share price at filing
2024-09-30 $645k 4.3k 149.74

More positions owned by Modern Wealth Management

Ishares Tr 0-5 Yr Tips Etf (STIP)
Invesco Qqq Tr Unit Ser 1 (QQQ)
Ishares Tr S&p 500 Grwt Etf (IVW)
Ishares Tr Msci Eafe Etf (EFA)
Ishares Tr S&p Mc 400gr Etf (IJK)
Spdr Ser Tr Portfoli S&p1500 (SPTM)
Pacer Fds Tr Us Cash Cows 100 (COWZ)
Spdr Ser Tr Prtflo S&p500 Vl (SPYV)
Vanguard Index Fds S&p 500 Etf Shs (VOO)
Ishares Tr Msci Usa Qlt Fct (QUAL)
Apple (AAPL)
Vanguard Scottsdale Fds Vng Rus1000idx (VONE)
Wisdomtree Tr Intrst Rate Hdge (AGZD)
T Rowe Price Etf Cap Appreciation (TCAF)
American Centy Etf Tr Us Sml Cp Valu (AVUV)

View all positions for Modern Wealth Management

Top funds holding Capital One Financial

Vanguard Group
BlackRock
Dodge & Cox
State Street Corporation
Harris Associates L.P
Franklin Resources
Berkshire Hathaway
Fisher Investments
Davis Selected Advisers
Jpmorgan Chase & Co
Reed Conner & Birdwell
Geode Capital Management
Pzena Investment Management
Eagle Capital Management
Arrowstreet Capital, Limited Partnership

View all funds holding Capital One Financial