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Capital One Financial shares owned by Opal Wealth Advisors

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

Historical chart of Opal Wealth Advisors investment in Capital One Financial

Tip: Access up to 7 years of quarterly data

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

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Quarterly reported holdings in Capital One Financial by Opal Wealth Advisors

Quarter filed Position value Share count Share price at filing
2024-09-30 $294k 2.0k 149.73
2024-06-30 $243k 1.8k 138.45

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Ishares Tr Core 1 5 Yr Usd (ISTB)
Apple (AAPL)
J P Morgan Exchange Traded F Municipal Etf (JMUB)
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Select Sector Spdr Tr Indl (XLI)
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Spdr S&p 500 Etf Tr Tr Unit (SPY)
Microsoft Corporation (MSFT)
Nuveen Churchill Direct Lend Com Shs (NCDL)

View all positions for Opal Wealth Advisors

Top funds holding Capital One Financial

Vanguard Group
BlackRock
BlackRock
Dodge & Cox
Capital Research Global Investors
State Street Corporation
Harris Associates L.P
Franklin Resources
Fisher Investments
Davis Selected Advisers
Jpmorgan Chase & Co
Berkshire Hathaway
Reed Conner & Birdwell
Geode Capital Management
Capital World Investors

View all funds holding Capital One Financial