DOSSIER · 13F Holders · Q3 2026
COF 5 PERP I

CAPITAL ONE FINL 5 PFD

6 institutions still hold CAPITAL ONE FINL 5 PFD as of Q3 2026. Tracked across SEC 13F-HR filings, with insider and 13D/G activity surfaced alongside.

CUSIP 14040H824·6 13F holders·last filed Jun 30, 2026
Market cap
—
13F value held
$892K
visible holders
Holders
6
filers reporting
Concentration
92.76%
KELLY LAWRENCE W & ASSOCIATES INC/CA #1
top holder share
AI Holders Summary · Q3 2026

6 institutions reported COF 5 PERP I in Q3 2026. KELLY LAWRENCE W & ASSOCIATES INC/CA leads at 92.8% of the visible book.

Top holders

Sorted by position value. Source: SEC EDGAR 13F-HR filings.

#HolderValueShares% port.Quarter
01
KELLY LAWRENCE W & ASSOCIATES INC/CA
CIK 0000920441
$828K45K0.18%Q2 2026
02
First Command Advisory Services, Inc.
CIK 0001727336
$36K2K0.00%Q3 2026
03
PNC FINANCIAL SERVICES GROUP, INC.
CIK 0000713676
$23K1K0.00%Q3 2026
04
Westside Investment Management, Inc.
CIK 0001538383
$4K2500.00%Q3 2026
05
ORG Partners LLC
CIK 0001979372
$589310.00%Q4 2025
06
Golden State Equity Partners
CIK 0001845003
$509310.00%Q3 2026