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Capital One Financial shares owned by Waterway Wealth Management

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

Historical chart of Waterway Wealth Management investment in Capital One Financial

Tip: Access up to 7 years of quarterly data

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

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Quarterly reported holdings in Capital One Financial by Waterway Wealth Management

Quarter filed Position value Share count Share price at filing
2024-09-30 $310k 2.1k 149.73

More positions owned by Waterway Wealth Management

Ishares Msci Eafe Etf Etf (EFA)
Wisdomtree Large Cap Dividend Etf (DLN)
Ishares Core S&p 500 Etf Etf (IVV)
DFA Dimensional US Small Cap Value ETF Etf (DFSV)
Fidelity Msci Health Care Index Etf Etf (FHLC)
Ishares S&p Smallcap 600 Etf Etf (IJR)
Ishares National Muni Bond Etf Etf (MUB)
Vanguard Intermediate-term Treasury Etf Etf (VGIT)
Pimco Municipal Income Opportunities Active Exchange-traded Fund Etf (MINO)
Pimco Multisector Bond Active Exchange-traded Fund Etf (PYLD)
Nvidia Corporation Stock (NVDA)
Ishares Russell 1000 Growth Etf Etf (IWF)
Apple Stock (AAPL)
Spdr S&p 500 Etf Trust Etf (SPY)
Financial Select Sector Spdr Etf (XLF)

View all positions for Waterway Wealth Management

Top funds holding Capital One Financial

Vanguard Group
BlackRock
Dodge & Cox
Capital Research Global Investors
State Street Corporation
Harris Associates L.P
Franklin Resources
Fisher Investments
Davis Selected Advisers
Jpmorgan Chase & Co
Berkshire Hathaway
Reed Conner & Birdwell
Geode Capital Management
Capital World Investors
Pzena Investment Management

View all funds holding Capital One Financial