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Capital One Financial shares owned by San Luis Wealth Advisors

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

Historical chart of San Luis Wealth Advisors investment in Capital One Financial

Tip: Access up to 7 years of quarterly data

All positions including Capital One Financial held by San Luis 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 San Luis Wealth Advisors

Quarter filed Position value Share count Share price at filing
2025-12-31 $295k 1.2k 242.26
2025-09-30 $273k 1.3k 212.62
2022-12-31 $973k 11k 92.94

More positions owned by San Luis Wealth Advisors

Ea Series Trust Marketdesk Focus (FDIV)
J P Morgan Exchange Traded F Ultra Shrt Etf (JPST)
Apple (AAPL)
Ssga Active Etf Tr State Street Dou (TOTL)
NVIDIA Corporation (NVDA)
Vanguard Malvern Fds Core Bd Etf (VCRB)
Vanguard Mun Bd Fds Core Tax Exempt (VCRM)
Ishares Tr Core Divid Etf (DIVB)
Vanguard Mun Bd Fds Tax Exempt Bd (VTEB)
Microsoft Corporation (MSFT)
Alphabet Cap Stk Cl A (GOOGL)
Amazon (AMZN)
Vanguard Specialized Funds Div App Etf (VIG)
Northern Lts Fd Tr Iv Main Buywrite (BUYW)
Tesla Motors (TSLA)

View all positions for San Luis Wealth Advisors

Top funds holding Capital One Financial

Vanguard Group
BlackRock
State Street Corporation
Capital World Investors
Jpmorgan Chase & Co
FMR
Geode Capital Management
Franklin Resources
Harris Associates L.P
Dodge & Cox
Norges Bank Investment Management
Davis Selected Advisers
Goldman Sachs Group
Reed Conner & Birdwell
Berkshire Hathaway

View all funds holding Capital One Financial