BKD Wealth Advisors, LLC

SEC CIK: 0001352864
Latest filing: Aug 10, 2026

SEC filings (opens in a new tab)

COF holding history

Capital One Financial Corp in every 13F filed by BKD Wealth Advisors, LLC, including the quarters it was sold out or no filing was made. Changes compare share counts with the previous calendar quarter.

COF overview All 13F holders of COF Full Q2 2026 holdings

Shares (Q2 2026): 21,189
Value: $4.25M
% of portfolio: 0.1%
Quarters held: 22; Since Q1 2021

Holdings of COF by BKD Wealth Advisors, LLC, by quarter
Quarter	Shares	Value	% of portfolio	Share change	Action	All holders
Q2 2026	21,189	$4.25M	0.1%	−43−0.2%	Reduced	Holders
Q1 2026	21,232	$3.87M	0.1%	−865−3.9%	Reduced	Holders
Q4 2025	22,097	$5.36M	0.1%	−612−2.7%	Reduced	Holders
Q3 2025	22,709	$4.83M	0.1%	−1,430−5.9%	Reduced	Holders
Q2 2025	24,139	$5.14M	0.1%	+3,718+18.2%	Added	Holders
Q1 2025	20,421	$3.66M	0.1%	+105+0.5%	Added	Holders
Q4 2024	20,316	$3.62M	0.1%	−907−4.3%	Reduced	Holders
Q3 2024	21,223	$3.18M	0.1%	−265−1.2%	Reduced	Holders
Q2 2024	21,488	$2.98M	0.1%	−1,275−5.6%	Reduced	Holders
Q1 2024	22,763	$3.39M	0.1%	−1,854−7.5%	Reduced	Holders
Q4 2023	24,617	$3.23M	0.1%	−807−3.2%	Reduced	Holders
Q3 2023	25,424	$2.47M	0.1%	−4,812−15.9%	Reduced	Holders
Q2 2023	30,236	$3.31M	0.1%	−3,093−9.3%	Reduced	Holders
Q1 2023	33,329	$3.20M	0.1%	+1,468+4.6%	Added	Holders
Q4 2022	31,861	$2.96M	0.1%	−10.0%	Reduced	Holders
Q3 2022	31,862	$2.94M	0.1%	+1,257+4.1%	Added	Holders
Q2 2022	30,605	$3.19M	0.1%	+977+3.3%	Added	Holders
Q1 2022	29,628	$3.89M	0.2%	+1,279+4.5%	Added	Holders
Q4 2021	28,349	$4.11M	0.2%	−341−1.2%	Reduced	Holders
Q3 2021	28,690	$4.65M	0.2%	−542−1.9%	Reduced	Holders
Q2 2021	29,232	$4.52M	0.2%	−849−2.8%	Reduced	Holders
Q1 2021	30,081	$3.83M	0.2%	–	–	Holders

Livermore's 13F data starts with Q1 2021, so Q1 2021 has no change from the previous quarter.