Wealth Advisory Solutions »

Capital One Financial shares owned by Wealth Advisory Solutions

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

Historical chart of Wealth Advisory Solutions investment in Capital One Financial

Tip: Access up to 7 years of quarterly data

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

Download as csvDownload consolidated filings csv Download as ExcelDownload consolidated filings xlsx

Quarterly reported holdings in Capital One Financial by Wealth Advisory Solutions

Quarter filed Position value Share count Share price at filing
2026-03-31 $3.4M 19k 182.43

More positions owned by Wealth Advisory Solutions

State Str Spdr S&p 500 Etf T Tr Unit (SPY)
Ishares Tr Core S&p Mcp Etf (IJH)
Invesco Exchange Traded Fd T S&p500 Eql Wgt (RSP)
Spdr Series Trust State Street Spd (SPYM)
Ishares Tr Msci Eafe Etf (EFA)
Eli Lilly & Co. (LLY)
Amazon (AMZN)
Apple (AAPL)
Pepsi (PEP)
World Gold Tr Spdr Gld Minis (GLDM)
JPMorgan Chase & Co. (JPM)
Ishares Tr Msci Emg Mkt Etf (EEM)
Vanguard Bd Index Fds Total Bnd Mrkt (BND)
Microsoft Corporation (MSFT)
Ishares Tr National Mun Etf (MUB)

View all positions for Wealth Advisory Solutions

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