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Capital One Financial shares owned by United Financial Planning Group

Quarter-by-quarter ownership of Capital One Financial (COF) shares owned by United Financial Planning Group from 13F filings

Historical chart of United Financial Planning Group investment in Capital One Financial

Tip: Access up to 7 years of quarterly data

All positions including Capital One Financial held by United Financial Planning Group consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Capital One Financial by United Financial Planning Group

Quarter filed Position value Share count Share price at filing
2026-03-31 $20k 109 182.43

More positions owned by United Financial Planning Group

Vanguard Value Index Etf (VTV)
Vanguard Ftse Developed Etf (VEA)
Vanguard Growth Index Etf (VUG)
Ishares Core S&p Mid-cap Etf (IJH)
Ishares Core S&p Etf (IJR)
Ishares Core Msci Etf (IEMG)
Vanguard Real Estate Etf (VNQ)
Vanguard Total Int Bond Etf (BNDX)
Vanguard Short-term Bond Etf (BSV)
Vanguard Mid-cap Index Etf (VO)
Abbvie (ABBV)
Vanguard Total Etf (VTI)
Ishares 1-5 Year Etf (IGSB)
Apple (AAPL)
Vanguard Small-cap Index Etf (VB)

View all positions for United Financial Planning Group

Top funds holding Capital One Financial

Vanguard Group
BlackRock
Vanguard Capital Management
State Street Corporation
FMR
Capital World Investors
Geode Capital Management
Franklin Resources
Vanguard Portfolio Management
Harris Associates L.P
Dodge & Cox
Morgan Stanley
Davis Selected Advisers
Goldman Sachs Group
Berkshire Hathaway

View all funds holding Capital One Financial