Capital One Financial shares owned by Summit Trail Advisors
Quarter-by-quarter ownership of Capital One Financial (COF) shares owned by Summit Trail Advisors
from 13F filings
Historical chart of Summit Trail Advisors investment in Capital One Financial
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All positions including Capital One Financial held by Summit Trail 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 Trail Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $4.3M | 20k | 212.58 |
| 2025-06-30 | $3.7M | 17k | 212.76 |
| 2025-03-31 | $1.2M | 6.8k | 179.29 |
| 2024-12-31 | $748k | 4.2k | 178.30 |
| 2024-09-30 | $388k | 2.6k | 149.70 |
| 2024-06-30 | $431k | 3.1k | 138.46 |
| 2024-03-31 | $642k | 4.3k | 148.90 |
| 2023-12-31 | $372k | 2.8k | 131.11 |
| 2023-09-30 | $274k | 2.8k | 97.05 |
| 2023-06-30 | $284k | 2.6k | 109.36 |
| 2020-09-30 | $651k | 26k | 25.31 |
| 2018-09-30 | $101k | 1.1k | 95.37 |
| 2018-03-31 | $207k | 2.2k | 92.25 |
| 2017-12-31 | $227k | 2.2k | 104.66 |