Capital One Financial Co. (cof 4.8 Perp J)Preferred / convertible
13F holders, Q2 2025 (June 30)6holders
1new positions
0sold out
$18.05avg. 13F price*
At the end of Q2 2025, 6 institutions reported holding Capital One Financial Co. (cof 4.8 Perp J) in their 13F filings, unchanged from Q1 2025. 1 opened new positions and 0 sold out. The largest holders were ORG Partners LLC ($561K), Lanark Financial, Inc. ($86K) 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 Q1 2025 → Q2 2025
| Institutions | Total Value | |
|---|---|---|
| New Positions | 1 | $86K |
| Exits | 0 | $0 |
All 13F filers, Q1 2025 → Q2 2025: 4,867 shares bought and 9,817 shares sold, net −4,950 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 6 holders
| ORG Partners LLC | — | Reduce -23.5% | 30,900 | $561K |
| Lanark Financial, Inc. | — | New | 4,860 | $86K |
| Thompson Investment Management, Inc. | — | No change | 2,000 | $36K |
| PNC Financial Services Group, Inc. | — | Reduce -17.2% | 1,522 | $27K |
| GAMMA Investing LLC | — | No change | 300 | $5K |
| Curio Wealth, LLC | — | Add +700.0% | 8 | $142 |
"% 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.