5 institutions reported holding $7.1M of CAPITAL ONE 4.375 PFD (COFPRL) in SEC 13F filings for 2026-06-30. Largest institutional holders: Atlas Wealth LLC ($7.0M), KELLEHER FINANCIAL ADVISORS ($57,594), THOMPSON INVESTMENT MANAGEMENT, INC. ($31,820), Leo H. Evart, Inc. ($11,742), THURSTON, SPRINGER, MILLER, HERD & TITAK, INC. ($9,546). Source: SEC Form 13F.
| Rank | Institution | Value | Shares | Change |
|---|---|---|---|---|
| 1 | Atlas Wealth LLC | $7.0M | 438,102 | Trimmed |
| 2 | KELLEHER FINANCIAL ADVISORS | $57,594 | 3,620 | New |
| 3 | THOMPSON INVESTMENT MANAGEMENT, INC. | $31,820 | 2,000 | Hold |
| 4 | Leo H. Evart, Inc. | $11,742 | 738 | Hold |
| 5 | THURSTON, SPRINGER, MILLER, HERD & TITAK, INC. | $9,546 | 600 | New |
来源：SEC 13F 申报文件 · 截至 2026-06-30