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Capital One Financial shares owned by True Wealth Design

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

Historical chart of True Wealth Design investment in Capital One Financial

Tip: Access up to 7 years of quarterly data

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

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Quarterly reported holdings in Capital One Financial by True Wealth Design

Quarter filed Position value Share count Share price at filing
2025-09-30 $204k 957 212.62
2025-06-30 $137k 645 212.82
2025-03-31 $30k 166 179.51
2024-12-31 $21k 116 178.61
2024-09-30 $16k 109 149.73
2023-03-31 $8.2k 85 96.16

More positions owned by True Wealth Design

Dimensional Etf Trust Us Core Equity 2 (DFAC)
Ea Series Trust Alpha Arch 1-3 (BOXX)
Dimensional Etf Trust Intl Core Equity (DFIC)
Dimensional Etf Trust Us High Profitab (DUHP)
Dimensional Etf Trust Emerging Mkts Va (DFEV)
Dimensional Etf Trust Intl High Profit (DIHP)
Simplify Exchange Traded Fun Mbs Etf (MTBA)
Simplify Exchange Traded Fun Intmd Term Trsry (TYA)
American Centy Etf Tr Us Sml Cp Valu (AVUV)
Simplify Exchange Traded Fun Bond Bull Etf (RFIX)
American Centy Etf Tr Intl Eqt Etf (AVDE)
American Centy Etf Tr Us Eqt Etf (AVUS)
Dimensional Etf Trust Us Equity Market (DFUS)
Dimensional Etf Trust Us Targeted Vlu (DFAT)
Vanguard Index Fds Total Stk Mkt (VTI)

View all positions for True Wealth Design

Top funds holding Capital One Financial

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

View all funds holding Capital One Financial