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Capital One Financial shares owned by Pinnacle Wealth Management Advisory

Quarter-by-quarter ownership of Capital One Financial (COF) shares owned by Pinnacle Wealth Management Advisory from 13F filings

Historical chart of Pinnacle Wealth Management Advisory investment in Capital One Financial

Tip: Access up to 7 years of quarterly data

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

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Quarterly reported holdings in Capital One Financial by Pinnacle Wealth Management Advisory

Quarter filed Position value Share count Share price at filing
2024-09-30 $335k 2.2k 149.73
2024-06-30 $311k 2.2k 138.45
2024-03-31 $337k 2.3k 148.89
2023-12-31 $308k 2.3k 131.12

More positions owned by Pinnacle Wealth Management Advisory

Apple (AAPL)
iShares MSCI USA Quality Etf (QUAL)
Vanguard High Div Yield ETF Etf (VYM)
Microsoft Corporation (MSFT)
Vanguard US Total Stock Market Etf (VTI)
Vanguard Small-Cap ETF Etf (VB)
SPDR S&P 500 ETF Tr Etf (SPY)
Schwab US DVD equity ETF Etf (SCHD)
iShares Core S&P 500 Index Fun Etf (IVV)
Vanguard FTSE All World Ex US Etf (VEU)
Invesco QQQ Trust Series I Etf (QQQ)
Vanguard FTSE Developed Market Etf (VEA)
iShares Core S&P S/C ETF Etf (IJR)
JPMorgan Equity Premium ETF Etf (JEPI)
Berkshire Hathaway (BRK.B)

View all positions for Pinnacle Wealth Management Advisory

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