COF — CAPITAL ONE FINL CORP COM

Ownership history in Bison Wealth, LLC  ·  9 quarters on record

This page tracks every 13F SEC filing in which Bison Wealth, LLC reported a position in CAPITAL ONE FINL CORP COM (COF). Data includes quarterly share count, position size as % of portfolio, estimated market value, and end-of-quarter stock price — sourced directly from SEC EDGAR 13F filings.

Peak position
0.35% (2022 Q4)
Avg. % of fund
0.23%
First filed
2022 Q3
Last filed
2024 Q3
Quarters held
9
Quarter Action Shares Change Chg % % of Fund Mkt Value Price (EOQ)
2024 Q3 REDUCED 9,688 -88 -0.9% 0.23% $1.5M $146.80
2024 Q2 UNCHANGED 9,776 — 0% 0.24% $1.5M $135.14
2024 Q1 REDUCED 9,776 -198 -2.0% 0.24% $1.5M $144.72
2023 Q4 ADDED 9,974 +273 +2.8% 0.23% $1.3M $126.88
5 older quarters hidden  —  Sign in free or upgrade to Premium to see full history
% of Fund (quarterly)    COF price (monthly, adj. close)

Other funds also holding COF

As of 2025 Q4 — sorted by position size

PB INVESTMENT PARTNERS, L.P. 3Y 23.75% Troluce Capital Advisors LLC 3Y 21.52% Point Break Capital Management, LLC 3Y 7Y 15.87% LB Partners LLC 14.33% Meritage Group LP 3Y 7Y 13.85% Alua Capital Management LP 3Y 12.16% 140 Summer Partners LP 3Y 10.95% One Fin Capital Management LP 3Y 7Y 10.32% ELEMENT CAPITAL MANAGEMENT LLC 3Y 7Y 10.07% DAVIS SELECTED ADVISERS 3Y 7Y 9.38%
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