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Capital One Financial shares owned by PDS Planning

Quarter-by-quarter ownership of Capital One Financial (COF) shares owned by PDS Planning from 13F filings

Historical chart of PDS Planning investment in Capital One Financial

Tip: Access up to 7 years of quarterly data

All positions including Capital One Financial held by PDS Planning consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Capital One Financial by PDS Planning

Quarter filed Position value Share count Share price at filing
2024-09-30 $276k 1.8k 149.73
2024-03-31 $248k 1.7k 148.89
2023-12-31 $212k 1.6k 131.12

More positions owned by PDS Planning

Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)
Ishares Tr Core S&p500 Etf (IVV)
Ishares Tr Core Us Aggbd Et (AGG)
Vanguard Index Fds Mid Cap Etf (VO)
Vanguard Specialized Funds Div App Etf (VIG)
American Centy Etf Tr Us Sml Cp Valu (AVUV)
Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO)
Vanguard Charlotte Fds Total Int Bd Etf (BNDX)
Ishares Tr Global Reit Etf (REET)
Ishares Tr Ishs 1-5yr Invs (IGSB)
Vanguard Bd Index Fds Short Trm Bond (BSV)
Apple (AAPL)
Abbvie (ABBV)
Vanguard Index Fds Sm Cp Val Etf (VBR)
Microsoft Corporation (MSFT)

View all positions for PDS Planning

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