Capital One Financial shares owned by Mount Yale Investment Advisors
Quarter-by-quarter ownership of Capital One Financial (COF) shares owned by Mount Yale Investment Advisors
from 13F filings
Historical chart of Mount Yale Investment Advisors investment in Capital One Financial
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Quarterly reported holdings in Capital One Financial by Mount Yale Investment Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $1.9M | 8.9k | 212.57 |
| 2025-06-30 | $620k | 2.9k | 212.71 |
| 2022-06-30 | $207k | 2.0k | 104.28 |
| 2022-03-31 | $452k | 3.4k | 131.32 |
| 2021-12-31 | $479k | 3.3k | 145.06 |
| 2021-09-30 | $456k | 2.8k | 161.82 |
| 2021-06-30 | $383k | 2.5k | 154.69 |
| 2021-03-31 | $311k | 2.4k | 127.09 |
| 2018-09-30 | $43k | 476 | 90.34 |
| 2018-06-30 | $186k | 2.0k | 91.94 |
| 2018-03-31 | $195k | 2.0k | 95.87 |
More positions owned by Mount Yale Investment Advisors
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