Capital One Financial Co. (cof 4.8 Perp J)Preferred / convertible
13F holders, Q1 2025 (March 31)6holders
0new positions
0sold out
$18.15avg. 13F price*
At the end of Q1 2025, 6 institutions reported holding Capital One Financial Co. (cof 4.8 Perp J) in their 13F filings, unchanged from Q4 2024. 0 opened new positions and 0 sold out. The largest holders were ORG Partners LLC ($733K), Roanoke Asset Management Corp./ NY ($463K) and Thompson Investment Management, Inc. ($36K).
- Company
- Capital One Financial Co. (cof 4.8 Perp J)
- CUSIP
- 14040H782
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q4 2024 → Q1 2025
| Institutions | Total Value | |
|---|---|---|
| New Positions | 0 | $0 |
| Exits | 0 | $0 |
All 13F filers, Q4 2024 → Q1 2025: 4,373 shares sold, net −4,373 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 6 holders
| ORG Partners LLC | — | Reduce -9.6% | 40,400 | $733K |
| Roanoke Asset Management Corp./ NY | — | No change | 25,500 | $463K |
| Thompson Investment Management, Inc. | — | No change | 2,000 | $36K |
| PNC Financial Services Group, Inc. | — | Reduce -3.5% | 1,839 | $33K |
| GAMMA Investing LLC | — | No change | 300 | $5K |
| Curio Wealth, LLC | — | Reduce -87.5% | 1 | $146 |
"% of holder's portfolio" is CAPITAL ONE FINANCIAL CO (COF 4.8 PERP J)'s weight in each manager's 13F, not the share of Capital One Financial Co. (cof 4.8 Perp J) the manager owns.