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Capital One Financial shares owned by Regent Peak Wealth Advisors

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

Historical chart of Regent Peak Wealth Advisors investment in Capital One Financial

Tip: Access up to 7 years of quarterly data

All positions including Capital One Financial held by Regent Peak 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 Regent Peak Wealth Advisors

Quarter filed Position value Share count Share price at filing
2025-09-30 $230k 1.1k 212.58
2020-12-31 $30k 308 97.40

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Vanguard Total Stock Market Etf Etf (VTI)
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Apple Stock (AAPL)
Ishares Core Dividend Growth Etf Etf (DGRO)
Vanguard Total Bond Market Etf Etf (BND)
Vanguard Growth Etf Etf (VUG)
Ishares Russell 1000 Growth Etf Etf (IWF)
Nvidia Corporation Stock (NVDA)
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Microsoft Corp Stock (MSFT)
Spdr S&p Dividend Etf Etf (SDY)
Ishares Core S&p Total U.s. Stock Market Etf Etf (ITOT)
Accenture Plc Ireland Shs Class A Stock (ACN)
Amazon Stock (AMZN)
Spdr S&p 500 Etf Trust Etf (SPY)

View all positions for Regent Peak Wealth Advisors

Top funds holding Capital One Financial

Vanguard Group
BlackRock
State Street Corporation
Capital World Investors
Jpmorgan Chase & Co
FMR
Geode Capital Management
Dodge & Cox
Franklin Resources
Harris Associates L.P
Capital Research Global Investors
Davis Selected Advisers
Morgan Stanley
Goldman Sachs Group
Viking Global Investors

View all funds holding Capital One Financial