Capital One Financial Co. (cof 5 Perp I)Preferred / convertible
13F holders, Q2 2025 (June 30)4holders +1
1new positions
0sold out
$18.88avg. 13F price*
At the end of Q2 2025, 4 institutions reported holding Capital One Financial Co. (cof 5 Perp I) in their 13F filings, up 1 from Q1 2025. 1 opened new positions and 0 sold out. The largest holders were Kelly Lawrence W & Associates Inc. ($894K), Lanark Financial, Inc. ($300K) and ORG Partners LLC ($39K).
- Company
- Capital One Financial Co. (cof 5 Perp I)
- CUSIP
- 14040H824
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q1 2025 → Q2 2025
| Institutions | Total Value | |
|---|---|---|
| New Positions | 1 | $300K |
| Exits | 0 | $0 |
All 13F filers, Q1 2025 → Q2 2025: 39,598 shares bought and 1,059 shares sold, net +38,539 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 4 holders
| Kelly Lawrence W & Associates Inc. | — | Add +100.0% | 47,400 | $894K |
| Lanark Financial, Inc. | — | New | 15,898 | $300K |
| ORG Partners LLC | — | Reduce -30.7% | 2,031 | $39K |
| PNC Financial Services Group, Inc. | — | Reduce -29.6% | 379 | $7K |
"% of holder's portfolio" is CAPITAL ONE FINANCIAL CO (COF 5 PERP I)'s weight in each manager's 13F, not the share of Capital One Financial Co. (cof 5 Perp I) the manager owns.