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Capital One Financial shares owned by Monticello Wealth Management

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

Historical chart of Monticello Wealth Management investment in Capital One Financial

Tip: Access up to 7 years of quarterly data

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

Quarter filed Position value Share count Share price at filing
2026-06-30 $375k 1.9k 200.62

More positions owned by Monticello Wealth Management

Spdr Series Trust St Str P500etf (SPYM)
Pgim Etf Tr Aaa Clo Etf (PAAA)
Victory Portfolios Ii Core Plus Bd Etf (UBND)
J P Morgan Exchange Traded F Municipal Etf (JMUB)
Dimensional Etf Trust Us Equi Mark Etf (DFUS)
Spdr Series Trust St Str P400mid (SPMD)
Ishares Tr Core S&p500 Etf (IVV)
Ishares Tr Msci Usa Mmentm (MTUM)
Ishares Tr Msci Usa Qlt Fct (QUAL)
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)
Goldman Sachs Etf Tr Activebeta Us Lg (GSLC)
Dimensional Etf Trust Us Mktwide Value (DFUV)
Vanguard Scottsdale Fds Vng Rus1000idx (VONE)
Ishares Tr Core S&p Ttl Stk (ITOT)
Berkshire Hathaway Inc Del Cl B New (BRK.B)

View all positions for Monticello Wealth Management

Top funds holding Capital One Financial

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

View all funds holding Capital One Financial