Capital One Financial Co. (cof 4.8 Perp J)Preferred / convertible

13F holders, Q4 2025 (December 31)
5holders
0new positions
0sold out
$18.09avg. 13F price*

At the end of Q4 2025, 5 institutions reported holding Capital One Financial Co. (cof 4.8 Perp J) in their 13F filings, unchanged from Q3 2025. 0 opened new positions and 0 sold out. The largest holders were ORG Partners LLC ($271K), Lanark Financial, Inc. ($88K) 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

0246 Q1 2024: 5Q1 2024Q2 2024: 4Q2 2024Q3 2024: 5Q3 2024Q4 2024: 6Q4 2024Q1 2025: 6Q1 2025Q2 2025: 6Q2 2025Q3 2025: 5Q3 2025Q4 2025: 5Q4 2025Q1 2026: 3Q1 2026Q2 2026: 3Q2 2026

Total Exit/New Position Q3 2025 → Q4 2025

InstitutionsTotal Value
New Positions0$0
Exits0$0

All 13F filers, Q3 2025 → Q4 2025: 8,271 shares sold, net −8,271 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.

Ownership 5 holders

ORG Partners LLC — Reduce -35.1% 15,000 $271K
Lanark Financial, Inc. — No change 4,860 $88K
Thompson Investment Management, Inc. — No change 2,000 $36K
PNC Financial Services Group, Inc. — Reduce -11.8% 1,278 $23K
Curio Wealth, LLC — No change 8 $145

"% 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.