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Capital One Financial shares owned by WealthPlan Investment Management

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

Historical chart of WealthPlan Investment Management investment in Capital One Financial

Tip: Access up to 7 years of quarterly data

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

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Quarterly reported holdings in Capital One Financial by WealthPlan Investment Management

Quarter filed Position value Share count Share price at filing
2023-06-30 $17k 158 109.37
2023-03-31 $15k 158 96.16

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View all positions for WealthPlan Investment Management

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
Goldman Sachs Group
Viking Global Investors
Reed Conner & Birdwell

View all funds holding Capital One Financial