CAPITAL ONE FINANCIAL CORPORATION. 4.375 DEP PFD L NON-CUMULATIVE CALLABLE 09/01/2026

Institutions

Combined AUM (Q2 2026)

$7.1M

Combined Shares (Q2 2026)

445,060

Overall Trend

Decrease

All institutions combined

📥 Inflow (Q1 2026→Q2 2026)

+6,220

3 · 3 New Buys · ≈ —

📤 Outflow (Q1 2026→Q2 2026)

-90,923

1 · 0 Exit · ≈ —

⚖️ Net

-84,703

—

Net Sell

💰 Net Value

≈ —

—

est. price —

	Portfolio %	Prev Q %	Rank	Q2 2026 Value	Q2 2026 Shares	Prev Q Value	Prev Q Shares	Shares Change	Action
Atlas Wealth LLC	0.99%	2.55%	#1	$7.0M	438,102	$8.5M	529,025	-90,923-17.19%	Reduce
KELLEHER FINANCIAL ADVISORS	0.01%	—	#3	$57,594	3,620	$0	0	+3,620	New Buy
THOMPSON INVESTMENT MANAGEMENT, INC.	<0.01%	—	#4	$31,820	2,000	$0	0	+2,000	New Buy
Leo H. Evart, Inc.	0.01%	0.01%	#2	$11,742	738	$11,874	738	00.00%	Unchanged
THURSTON, SPRINGER, MILLER, HERD & TITAK, INC.	<0.01%	—	#5	$9,546	600	$0	0	+600	New Buy

🧭 Institutional Sector Flow Heatmap