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Capital One Financial shares owned by Synergy Investment Management

Quarter-by-quarter ownership of Capital One Financial (COF) shares owned by Synergy Investment Management from 13F filings

Historical chart of Synergy Investment Management investment in Capital One Financial

Tip: Access up to 7 years of quarterly data

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

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Quarterly reported holdings in Capital One Financial by Synergy Investment Management

Quarter filed Position value Share count Share price at filing
2026-06-30 $149k 740 200.62
2026-03-31 $16k 85 182.43

More positions owned by Synergy Investment Management

Ishares Core MF Closed and MF Open (IVV)
Vanguard S&p MF Closed and MF Open (VOO)
Ishares U S MF Closed and MF Open (DYNF)
Vanguard Morningstar Growth ETF Growth Etf (VUG)
State Street MF Closed and MF Open (SPYG)
State Street MF Closed and MF Open (SPYV)
Ishares Core MF Closed and MF Open (IEMG)
State Street MF Closed and MF Open (SPTI)
Ishares A I MF Closed and MF Open (BAI)
Ishares Systematic MF Closed and MF Open (IALT)
Ishares U S MF Closed and MF Open (GOVT)
Capital Group MF Closed and MF Open (CGDV)
Pacer Data MF Closed and MF Open (TRFK)
Invesco S&p MF Closed and MF Open (SPMO)
First Trust MF Closed and MF Open (FAD)

View all positions for Synergy Investment Management

Top funds holding Capital One Financial

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

View all funds holding Capital One Financial