Capital One Financial Co. (cof 4.8 Perp J)Preferred / convertible
13F holders, Q3 2025 (September 30)5holders −1
0new positions
1sold out
$18.60avg. 13F price*
At the end of Q3 2025, 5 institutions reported holding Capital One Financial Co. (cof 4.8 Perp J) in their 13F filings, down 1 from Q2 2025. 0 opened new positions and 1 sold out. The largest holders were ORG Partners LLC ($424K), Lanark Financial, Inc. ($94K) and Thompson Investment Management, Inc. ($39K).
- 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 Q2 2025 → Q3 2025
| Institutions | Total Value | |
|---|---|---|
| New Positions | 0 | $0 |
| Exits | 1 | $5K |
All 13F filers, Q2 2025 → Q3 2025: 8,173 shares sold, net −8,173 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 5 holders
| ORG Partners LLC | — | Reduce -25.2% | 23,100 | $424K |
| Lanark Financial, Inc. | — | No change | 4,860 | $94K |
| Thompson Investment Management, Inc. | — | No change | 2,000 | $39K |
| PNC Financial Services Group, Inc. | — | Reduce -4.8% | 1,449 | $28K |
| Curio Wealth, LLC | — | No change | 8 | $154 |
"% 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.