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Capital One Financial shares owned by Sage Private Wealth Group

Quarter-by-quarter ownership of Capital One Financial (COF) shares owned by Sage Private Wealth Group from 13F filings

Historical chart of Sage Private Wealth Group investment in Capital One Financial

Tip: Access up to 7 years of quarterly data

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

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Quarterly reported holdings in Capital One Financial by Sage Private Wealth Group

Quarter filed Position value Share count Share price at filing
2026-09-30 $522k 2.7k 193.09

More positions owned by Sage Private Wealth Group

First Tr Exch Trd Alphdx Dev Mrk Ex Us (FDT)
First Tr Exchange Traded Rba Indl Etf (AIRR)
Capital Group Dividend Value Shs Creat Unit (CGDV)
Tidal Trust I Fund Gran Us Etf (GRNY)
Im Global Partner Funds Imgp Dbi Man Etf (DBMF)
Ishares Gold Tr Ishares New (IAU)
World Gold Tr Spdr Gld Minis (GLDM)
NVIDIA Corporation (NVDA)
Ishares Tr Core S&p Mcp Etf (IJH)
Etf Ser Solutions Distillate Us (DSTL)
Vanguard Index Fds S&p 500 Etf Shs (VOO)
T Rowe Price Exchange-traded Cap Appreciation (TCAF)
Nylim Etf Tr Ftse Intl Eqty C (HFXI)
Ishares Tr Us Infrastruc (IFRA)
Apple (AAPL)

View all positions for Sage Private Wealth Group

Top funds holding Capital One Financial

BlackRock
Vanguard Capital Management
State Street Corporation
Jpmorgan Chase & Co
Geode Capital Management
Franklin Resources
Vanguard Portfolio Management
Harris Associates L.P
FMR
Norges Bank Investment Management
Dodge & Cox
Goldman Sachs Group
Davis Selected Advisers
Invesco
Bank of America Corporation

View all funds holding Capital One Financial