Williams Jones Wealth Management »

Capital One Financial shares owned by Williams Jones Wealth Management

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

Historical chart of Williams Jones Wealth Management investment in Capital One Financial

Tip: Access up to 7 years of quarterly data

All positions including Capital One Financial held by Williams Jones Wealth Management 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 Williams Jones Wealth Management

Quarter filed Position value Share count Share price at filing
2025-12-31 $4.4M 18k 242.36
2025-09-30 $580k 2.7k 212.58
2025-06-30 $867k 4.1k 212.76
2025-03-31 $228k 1.3k 179.30
2024-12-31 $227k 1.3k 178.32
2023-09-30 $259k 2.7k 97.05