Capital One Financial Co. (cof 5 Perp I)Preferred / convertible
13F holders, Q1 2026 (March 31)4holders
2new positions
1sold out
$18.68avg. 13F price*
At the end of Q1 2026, 4 institutions reported holding Capital One Financial Co. (cof 5 Perp I) in their 13F filings, unchanged from Q4 2025. 2 opened new positions and 1 sold out. The largest holders were Kelly Lawrence W & Associates Inc. ($603K), First Command Advisory Services, Inc. ($6K) and PNC Financial Services Group, Inc. ($6K).
- 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 Q4 2025 → Q1 2026
| Institutions | Total Value | |
|---|---|---|
| New Positions | 2 | $6K |
| Exits | 1 | $233K |
All 13F filers, Q4 2025 → Q1 2026: 344 shares bought and 33,323 shares sold, net −32,979 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 4 holders
| Kelly Lawrence W & Associates Inc. | — | Reduce -39.4% | 32,300 | $603K |
| First Command Advisory Services, Inc. | — | New | 313 | $6K |
| PNC Financial Services Group, Inc. | — | Reduce -22.3% | 297 | $6K |
| Ascentis Independent Advisors | — | New | 31 | $578 |
"% 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.