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Capital One Financial shares owned by Pacific Capital Wealth Advisors

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

Historical chart of Pacific Capital Wealth Advisors investment in Capital One Financial

Tip: Access up to 7 years of quarterly data

All positions including Capital One Financial held by Pacific Capital 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 Pacific Capital Wealth Advisors

Quarter filed Position value Share count Share price at filing
2023-12-31 $113k 861 131.12

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Ishares Tr Core Msci Eafe (IEFA)
Vanguard Index Fds Total Stk Mkt (VTI)
Vanguard Index Fds Real Estate Etf (VNQ)
Invesco Qqq Tr Unit Ser 1 (QQQ)
Vanguard Whitehall Fds High Div Yld (VYM)
Schwab Strategic Tr Us Tips Etf (SCHP)
Select Sector Spdr Tr Sbi Cons Stpls (XLP)
Vanguard Bd Index Fds Intermed Term (BIV)
Ishares Tr Russell 2000 Etf (IWM)
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Ishares Tr Ishares Biotech (IBB)
Apple (AAPL)
Schwab Strategic Tr Intl Eqty Etf (SCHF)

View all positions for Pacific Capital Wealth Advisors

Top funds holding Capital One Financial

Vanguard Group
Dodge & Cox
Harris Associates L.P
Berkshire Hathaway
Davis Selected Advisers
Fisher Investments
Jpmorgan Chase & Co
Pzena Investment Management
Eagle Capital Management
Dimensional Fund Advisors
Bank of America Corporation
Arrowstreet Capital, Limited Partnership
Franklin Resources
Legal & General Group
Bank of New York Mellon

View all funds holding Capital One Financial