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Capital One Financial shares owned by Summit Financial Wealth Advisors

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

Historical chart of Summit Financial Wealth Advisors investment in Capital One Financial

Tip: Access up to 7 years of quarterly data

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

Quarter filed Position value Share count Share price at filing
2025-12-31 $202k 832 242.36

More positions owned by Summit Financial Wealth Advisors

Schwab Strategic Tr Us Dividend Eq (SCHD)
Vanguard Whitehall Fds Intl High Etf (VYMI)
Vanguard Index Fds Growth Etf (VUG)
Spdr Series Trust State Street Spd (SPBO)
Pimco Etf Tr Ultra Short Govt (BILZ)
Proshares Tr S&p 500 Dv Arist (NOBL)
Ishares Tr Pfd And Incm Sec (PFF)
Fidelity Covington Trust Enhanced Mid (FMDE)
First Tr Exchange-traded First Tr Enh New (FTSM)
Vanguard Index Fds Total Stk Mkt (VTI)
Raytheon Technologies Corp (RTX)
Ishares Tr Core S&p Scp Etf (IJR)
Cummins (CMI)
3M Company (MMM)
Valero Energy Corporation (VLO)

View all positions for Summit Financial 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