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Capital One Financial shares owned by Morton Brown Family Wealth

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

Historical chart of Morton Brown Family Wealth investment in Capital One Financial

Tip: Access up to 7 years of quarterly data

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

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Quarterly reported holdings in Capital One Financial by Morton Brown Family Wealth

Quarter filed Position value Share count Share price at filing
2026-06-30 $602 3 200.67
2025-06-30 $4.7k 22 212.77
2025-03-31 $3.9k 22 179.32

More positions owned by Morton Brown Family Wealth

Schwab U.s. Broad Market Etf Etf (SCHB)
Avantis Emerging Markets Equity Etf Etf (AVEM)
Vanguard Ftse Developed Markets Etf Etf (VEA)
Avantis U.s. Small Cap Value Etf Etf (AVUV)
Avantis International Small Cap Value Etf Etf (AVDV)
Ishares National Muni Bond Etf Etf (MUB)
Schwab Intermediate-term Us Treasury Etf Etf (SCHR)
State Street Spdr S&p 500 Etf Etf (SPY)
Vanguard Intermediate-term Corporate Bond Etf Etf (VCIT)
Ishares Global Reit Etf Etf (REET)
Vanguard Total International Bond Etf Etf (BNDX)
Pimco Intermed Muni Bond Etf (MUNI)
Vanguard Short-term Corporate Bond Etf Etf (VCSH)
Ishares Short-term National Muni Bond Etf Etf (SUB)
Ishares Msci Eafe Etf Etf (EFA)

View all positions for Morton Brown Family Wealth

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