Capital One Financial Co. (cof 4.375 Perp L)Preferred / convertible
13F holders, Q2 2026 (June 30)5holders +2
2new positions
0sold out
$15.91avg. 13F price*
At the end of Q2 2026, 5 institutions reported holding Capital One Financial Co. (cof 4.375 Perp L) in their 13F filings, up 2 from Q1 2026. 2 opened new positions and 0 sold out. The largest holders were Atlas Wealth LLC ($7.0M), Kelleher Financial Advisors ($58K) and Thompson Investment Management, Inc. ($32K).
- Company
- Capital One Financial Co. (cof 4.375 Perp L)
- CUSIP
- 14040H758
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q1 2026 → Q2 2026
| Institutions | Total Value | |
|---|---|---|
| New Positions | 2 | $67K |
| Exits | 0 | $0 |
All 13F filers, Q1 2026 → Q2 2026: 4,220 shares bought and 90,923 shares sold, net −86,703 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 5 holders
| Atlas Wealth LLC | — | Reduce -17.2% | 438,102 | $7.0M |
| Kelleher Financial Advisors | — | New | 3,620 | $58K |
| Thompson Investment Management, Inc. | — | No change | 2,000 | $32K |
| Leo H. Evart, Inc. | — | No change | 738 | $12K |
| Thurston, Springer, Miller, Herd & Titak, Inc. | — | New | 600 | $10K |
"% of holder's portfolio" is CAPITAL ONE FINANCIAL CO (COF 4.375 PERP L)'s weight in each manager's 13F, not the share of Capital One Financial Co. (cof 4.375 Perp L) the manager owns.