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Livermore
Livermore
ZHEN

Crestwood Advisors Group LLC

SEC CIK
0001426853
Latest filing
Aug 3, 2026

COF holding history

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

COF overviewAll 13F holders of COFFull Q2 2026 holdings

Shares (Q2 2026)
6,243
Value
$1.25M
% of portfolio
<0.1%
Quarters held
22
Since Q1 2021
Holdings of COF by Crestwood Advisors Group LLC, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 20266,243$1.25M<0.1%−152−2.4%ReducedHolders
Q1 20266,395$1.17M<0.1%−140−2.1%ReducedHolders
Q4 20256,535$1.58M<0.1%+747+12.9%AddedHolders
Q3 20255,788$1.23M<0.1%+685+13.4%AddedHolders
Q2 20255,103$1.09M<0.1%+1,078+26.8%AddedHolders
Q1 20254,025$721.7K<0.1%+517+14.7%AddedHolders
Q4 20243,508$625.5K<0.1%+605+20.8%AddedHolders
Q3 20242,903$434.7K<0.1%+84+3.0%AddedHolders
Q2 20242,819$390.3K<0.1%+30+1.1%AddedHolders
Q1 20242,789$415.3K<0.1%−6,468−69.9%ReducedHolders
Q4 20239,257$1.21M<0.1%−1,003−9.8%ReducedHolders
Q3 202310,260$995.7K<0.1%+739+7.8%AddedHolders
Q2 20239,521$1.04M<0.1%−352−3.6%ReducedHolders
Q1 20239,873$949.4K<0.1%−82−0.8%ReducedHolders
Q4 20229,955$925.4K<0.1%−268−2.6%ReducedHolders
Q3 202210,223$942.0K<0.1%−1,905−15.7%ReducedHolders
Q2 202212,128$1.26M<0.1%−457−3.6%ReducedHolders
Q1 202212,585$1.65M<0.1%−673−5.1%ReducedHolders
Q4 202113,258$1.92M<0.1%−678−4.9%ReducedHolders
Q3 202113,936$2.26M0.1%00.0%UnchangedHolders
Q2 202113,936$2.16M0.1%−60,601−81.3%ReducedHolders
Q1 202174,537$9.48M0.3%––Holders

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