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Capital One Financial shares owned by Rsm Us Wealth Management

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

Historical chart of Rsm Us Wealth Management investment in Capital One Financial

Tip: Access up to 7 years of quarterly data

All positions including Capital One Financial held by Rsm Us 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 Rsm Us Wealth Management

Quarter filed Position value Share count Share price at filing
2024-12-31 $6.3M 36k 178.00
2024-09-30 $5.9M 40k 147.33
2024-06-30 $5.0M 36k 139.39
2024-03-31 $421k 2.8k 148.88
2023-12-31 $278k 2.1k 131.12

More positions owned by Rsm Us Wealth Management

Vanguard Index Fds Growth Etf (VUG)
Vanguard Index Fds Value Etf (VTV)
Ishares Tr Rus 1000 Grw Etf (IWF)
Apple (AAPL)
Vanguard Index Fds Sm Cp Val Etf (VBR)
Vanguard Index Fds Sml Cp Grw Etf (VBK)
Microsoft Corporation (MSFT)
Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO)
NVIDIA Corporation (NVDA)
Bank of America Corporation (BAC)
Ishares Tr Core S&p500 Etf (IVV)
Ishares Tr Core Msci Eafe (IEFA)
Amazon (AMZN)
Vanguard Index Fds S&p 500 Etf Shs (VOO)
Spdr S&p 500 Etf Tr Tr Unit (SPY)

View all positions for Rsm Us Wealth Management

Top funds holding Capital One Financial

Vanguard Group
BlackRock
Dodge & Cox
State Street Corporation
Harris Associates L.P
Capital Research Global Investors
Jpmorgan Chase & Co
Franklin Resources
Davis Selected Advisers
Fisher Investments
Geode Capital Management
FMR
Reed Conner & Birdwell
Berkshire Hathaway
Pzena Investment Management

View all funds holding Capital One Financial