Strategic Wealth Management Group »

Capital One Financial shares owned by Strategic Wealth Management Group

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

Historical chart of Strategic Wealth Management Group investment in Capital One Financial

Tip: Access up to 7 years of quarterly data

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

Download as csvDownload consolidated filings csv Download as ExcelDownload consolidated filings xlsx

Quarterly reported holdings in Capital One Financial by Strategic Wealth Management Group

Quarter filed Position value Share count Share price at filing
2021-06-30 $316k 2.0k 154.52
2021-03-31 $296k 2.3k 127.15
2020-12-31 $214k 2.2k 98.71
2019-12-31 $217k 2.1k 103.04

More positions owned by Strategic Wealth Management Group

Schwab Strategic Tr Us Dividend Eq (SCHD)
Ishares Tr Core S&p500 Etf (IVV)
Ishares Tr Core S&p Mcp Etf (IJH)
Ishares Tr Rus 1000 Grw Etf (IWF)
Vanguard World Fds Consum Stp Etf (VDC)
Apple (AAPL)
Ishares Tr Msci Intl Qualty (IQLT)
Vanguard Index Fds Total Stk Mkt (VTI)
Amazon (AMZN)
Ishares Tr Msci Usa Multift (LRGF)
Vanguard Star Fds Vg Tl Intl Stk F (VXUS)
Chesapeake Utilities Corporation (CPK)
Invesco Exch Trd Slf Idx Bulshs 2021 Hy
Facebook Cl A (META)
T. Rowe Price (TROW)

View all positions for Strategic Wealth Management Group

Top funds holding Capital One Financial

BlackRock
Dodge & Cox
Capital Research Global Investors
Harris Associates L.P
Franklin Resources
Fisher Investments
Davis Selected Advisers
Jpmorgan Chase & Co
Berkshire Hathaway
Geode Capital Management
Capital World Investors
Pzena Investment Management
Eagle Capital Management
Arrowstreet Capital, Limited Partnership
Bank of America Corporation

View all funds holding Capital One Financial