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Capital One Financial shares owned by Robertson Stephens Wealth Management

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

Historical chart of Robertson Stephens Wealth Management investment in Capital One Financial

Tip: Access up to 7 years of quarterly data

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

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Quarterly reported holdings in Capital One Financial by Robertson Stephens Wealth Management

Quarter filed Position value Share count Share price at filing
2025-09-30 $4.1M 19k 212.59
2025-06-30 $4.3M 20k 212.76

More positions owned by Robertson Stephens Wealth Management

Applovin Corp Com Cl A (APP)
Vanguard Index Fds S&p 500 Etf Shs (VOO)
Spdr S&p 500 Etf Tr Tr Unit (SPY)
Vanguard Specialized Funds Div App Etf (VIG)
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)
Ishares Tr Core S&p500 Etf (IVV)
Apple (AAPL)
Ishares Core Msci Emkt (IEMG)
Vanguard Scottsdale Fds Int-term Corp (VCIT)
Microsoft Corporation (MSFT)
Vanguard Index Fds Total Stk Mkt (VTI)
J P Morgan Exchange Traded F Betabuildrs Us (BBUS)
Ishares Tr Core Us Aggbd Et (AGG)
Ishares Tr Core Msci Eafe (IEFA)
Ishares Tr Rus 1000 Grw Etf (IWF)

View all positions for Robertson Stephens Wealth Management

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