Capital One Financial Co. (cof 5 Perp I)Preferred / convertible
13F holders, Q3 2025 (September 30)4holders
0new positions
0sold out
$20.15avg. 13F price*
At the end of Q3 2025, 4 institutions reported holding Capital One Financial Co. (cof 5 Perp I) in their 13F filings, unchanged from Q2 2025. 0 opened new positions and 0 sold out. The largest holders were Kelly Lawrence W & Associates Inc. ($856K), Lanark Financial, Inc. ($302K) and ORG Partners LLC ($41K).
- 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 Q2 2025 → Q3 2025
| Institutions | Total Value | |
|---|---|---|
| New Positions | 0 | $0 |
| Exits | 0 | $0 |
All 13F filers, Q2 2025 → Q3 2025: 5,883 shares sold, net −5,883 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 4 holders
| Kelly Lawrence W & Associates Inc. | — | Reduce -10.3% | 42,500 | $856K |
| Lanark Financial, Inc. | — | Reduce -6.0% | 14,948 | $302K |
| ORG Partners LLC | — | No change | 2,031 | $41K |
| PNC Financial Services Group, Inc. | — | Reduce -8.7% | 346 | $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.