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Capital One Financial shares owned by Unique Wealth Strategies

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

Historical chart of Unique Wealth Strategies investment in Capital One Financial

Tip: Access up to 7 years of quarterly data

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

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Quarterly reported holdings in Capital One Financial by Unique Wealth Strategies

Quarter filed Position value Share count Share price at filing
2024-06-30 $36k 240 148.89

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Vaneck Etf Trust Mrngstr Wde Moat (MOAT)
Dbx Etf Tr Xtrack Msci Eafe (DBEF)
Meta Platforms Cl A (META)
Janus Detroit Str Tr Henderson Mtg (JMBS)
Alphabet Cap Stk Cl A (GOOGL)
Microsoft Corporation (MSFT)
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Invesco Exchange Traded Fd T Ftse Rafi 1000 (PRF)
Booking Holdings (BKNG)
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Visa Com Cl A (V)
Pgim Etf Tr Pgim Ultra Sh Bd (PULS)
Anthem (ELV)

View all positions for Unique Wealth Strategies

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