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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
2026-06-30 $785k 3.9k 200.61
2026-03-31 $614k 3.4k 182.45
2025-12-31 $701k 2.9k 242.35
2025-09-30 $632k 3.0k 212.59
2024-06-30 $36k 240 148.89

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Ishares Tr Core S&p500 Etf (IVV)
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Vaneck Etf Trust Mrngstr Wde Moat (MOAT)
Dbx Etf Tr Xtrack Msci Eafe (DBEF)
Amazon (AMZN)
Alphabet Cap Stk Cl A (GOOGL)
Janus Detroit Str Tr Henderson Mtg (JMBS)
NVIDIA Corporation (NVDA)
Invesco Exchange Traded Fd T Rafi Us 1000 Etf (PRF)
Applied Materials (AMAT)
Meta Platforms Cl A (META)
Spdr Series Trust St Str Blo 1 Etf (BIL)
Invesco Qqq Tr Unit Ser 1 (QQQ)
Microsoft Corporation (MSFT)
Taiwan Semiconductor Manufac Sponsored Ads (TSM)

View all positions for Unique Wealth Strategies

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