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Capital One Financial shares owned by Zrc Wealth Management

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

Historical chart of Zrc Wealth Management investment in Capital One Financial

Tip: Access up to 7 years of quarterly data

All positions including Capital One Financial held by Zrc 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 Zrc Wealth Management

Quarter filed Position value Share count Share price at filing
2024-09-30 $14k 96 149.74
2024-06-30 $13k 96 138.46
2024-03-31 $14k 96 148.90

More positions owned by Zrc Wealth Management

Ishares Tr Core Total Usd (IUSB)
Schwab Strategic Tr Fundamental Us L (FNDX)
Ishares Tr Core S&p Us Gwt (IUSG)
Schwab Charles Family Amt Tax Free Mny (SCTXX)
American Centy Etf Tr Intl Eqt Etf (AVDE)
Vanguard Index Fds Mid Cap Etf (VO)
Schwab Strategic Tr Us Lrg Cap Etf (SCHX)
Apple (AAPL)
Ishares Tr Core S&p Scp Etf (IJR)
Schwab Strategic Tr Us Reit Etf (SCHH)
Invesco Exchange Traded Fd T S&p500 Eql Wgt (RSP)
American Centy Etf Tr Avantis Emgmkt (AVEM)
Alphabet Cap Stk Cl A (GOOGL)
Ishares Tr Esg Awr Msci Usa (ESGU)
Spdr S&p 500 Etf Tr Tr Unit (SPY)

View all positions for Zrc Wealth Management

Top funds holding Capital One Financial

Vanguard Group
BlackRock
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

View all funds holding Capital One Financial