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Capital One Financial shares owned by Peak Planning Group

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

Historical chart of Peak Planning Group investment in Capital One Financial

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

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Quarterly reported holdings in Capital One Financial by Peak Planning Group

Quarter filed Position value Share count Share price at filing
2026-03-31 $357k 2.0k 182.43

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Alphabet Cap Stk Cl C (GOOG)
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JPMorgan Chase & Co. (JPM)

View all positions for Peak Planning Group

Top funds holding Capital One Financial

Vanguard Group
BlackRock
State Street Corporation
Capital World Investors
FMR
Geode Capital Management
Franklin Resources
Harris Associates L.P
Dodge & Cox
Norges Bank Investment Management
Davis Selected Advisers
Goldman Sachs Group
Berkshire Hathaway
Reed Conner & Birdwell
Fisher Investments

View all funds holding Capital One Financial