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Capital One Financial shares owned by Strategic Wealth Advisors

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

Historical chart of Strategic Wealth Advisors investment in Capital One Financial

Tip: Access up to 7 years of quarterly data

All positions including Capital One Financial held by Strategic 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 Strategic Wealth Advisors

Quarter filed Position value Share count Share price at filing
2026-03-31 $47k 263 178.71

More positions owned by Strategic Wealth Advisors

State Str Spdr S&p 500 Etf T Tr Unit (SPY)
Ishares Tr Core S&p500 Etf (IVV)
Vanguard Index Fds Sml Cp Grw Etf (VBK)
Vanguard Index Fds Sm Cp Val Etf (VBR)
Dimensional Etf Trust Intl Core Eqt Mk (DFAI)
Vanguard Scottsdale Fds Shrt Trm Corp Bd (VCSH)
Dimensional Etf Trust Emgr Cre Eqt Mng (DFAE)
J P Morgan Exchange Traded F Ultra Shrt Etf (JPST)
Dimensional Etf Trust Us Real Estate E (DFAR)
Vanguard Bd Index Fds Vanguard Ultra (VUSB)
Dimensional Etf Trust Us Core Eqt Mkt (DFAU)
Vanguard Index Fds Mcap Vl Idxvip (VOE)
Ishares Tr Rus 1000 Val Etf (IWD)
Ishares Tr Eafe Sml Cp Etf (SCZ)
Pimco Etf Tr Enhan Shrt Ma Ac (MINT)

View all positions for Strategic Wealth Advisors

Top funds holding Capital One Financial

Vanguard Group
BlackRock
Vanguard Capital Management
State Street Corporation
FMR
Capital World Investors
Geode Capital Management
Franklin Resources
Vanguard Portfolio Management
Harris Associates L.P
Dodge & Cox
Morgan Stanley
Davis Selected Advisers
Goldman Sachs Group
Berkshire Hathaway

View all funds holding Capital One Financial