Capital One Financial Corporation
MX ˙ BMV ˙ US14040H1059
SecurityMX:COF / Capital One Financial Corporation
InstitutionWestside Investment Management, Inc.
Latest Disclosed Ownership925 shares
Latest Disclosed Value $ 168,483
Westside Investment Management, Inc. reports 0.22% decrease in ownership of COF / Capital One Financial Corporation

On May 4, 2026 - Westside Investment Management, Inc. filed a 13F-HR form disclosing ownership of 925 shares of Capital One Financial Corporation (MX:COF) valued at $168,483 USD as of March 31, 2026. The entity filed a previous 13F-HR on January 23, 2026 disclosing 927 shares of Capital One Financial Corporation. This represents a change in shares of -0.22% during the quarter.

Institutional Ownership: 13F and NPORT Filings

The Security and Class in the table below are shown exactly as filed by the investor. We do our best to track continuity of investments through acquisitions, and this will be reflected in the table as changes in names. In addition to descriptive data, performance of the investment is shown over time. To calculate quarterly performance, we first calculate cost basis of the shares purchased during the quarter, then use that to calculate gross profit. Quarterly return is Gross Profit / Starting Portfolio value.

Note that cost basis is calculated and stored in thousands, so small quarterly changes in shares frequently result in a cost basis of zero.

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Disclosed Equity Positions (from 13F/NPORT Filings)
File
Date		 Effective
Date		Form Security Class ID Avg Price
Paid (Est)		 Reported
Shares		 ΔShares ΔShares
(%)		 Reported
Value
(x1000)		 ΔValue
(%)		 Alloc
(%)		 ΔAlloc ΔAlloc (%) Cost Basis
(x1000)		 Unrealized
Gain/Loss
(x1000)
2026-05-04 2026-03-31 13F CAPITAL ONE COM 14040H105 925 -2 -0.22 168 -25.99 0.0126
2026-01-23 2025-12-31 13F CAPITAL ONE COM 14040H105 927 9 0.98 228 16.41 0.0364
2025-11-04 2025-09-30 13F CAPITAL ONE COM 14040H105 918 259 39.30 196 39.29 0.0313
2025-08-05 2025-06-30 13F CAPITAL ONE COM 14040H105 659 259 64.75 141 97.18 0.0261
2025-04-25 2025-03-31 13F CAPITAL ONE COM 14040H105 400 0 0.00 72 0.00 0.0153
2025-01-17 2024-12-31 13F CAPITAL ONE COM 14040H105 400 0 0.00 71 20.34 0.0150
2024-11-20 2024-09-30 13F CAPITAL ONE COM 14040H105 400 0 0.00 60 7.27 0.0128
2024-07-17 2024-06-30 13F CAPITAL ONE COM 14040H105 400 0 0.00 55 -6.78 0.0127
2024-04-19 2024-03-31 13F CAPITAL ONE COM 14040H105 400 0 0.00 60 13.46 0.0143
2024-01-12 2023-12-31 13F CAPITAL ONE COM 14040H105 400 0 0.00 52 36.84 0.0134
2023-11-15 2023-09-30 13F CAPITAL ONE COM 14040H105 400 0 0.00 39 -11.63 0.0112
2023-07-14 2023-06-30 13F CAPITAL ONE COM 14040H105 400 0 0.00 44 13.16 0.0124
2023-05-17 2023-03-31 13F CAPITAL ONE COM 14040H105 400 0 0.00 38 0.0113
2023-01-31 2022-12-31 13F CAPITAL ONE COM 14040H105 400 0 0.00 0 0.0001
2022-11-09 2022-09-30 13F CAPITAL ONE COM 14040H105 400 0 0.00 0 0.0001
2022-07-15 2022-06-30 13F CAPITAL ONE COM 14040H105 400 0 0.00 0 0.0001
2022-04-25 2022-03-31 13F CAPITAL ONE COM 14040H105 400 0 0.00 0 0.0001
2022-02-15 2021-12-31 13F CAPITAL ONE COM 14040H105 400 0 0.00 0 0.0001
2021-10-27 2021-09-30 13F CAPITAL ONE COM 14040H105 400 0 0.00 0 0.0001
2021-07-28 2021-06-30 13F CAPITAL ONE COM 14040H105 400 0 0.00 0 0.0001
2021-04-14 2021-03-31 13F CAPITAL ONE COM 14040H105 400 0 0.00 0 0.0001
2021-01-15 2020-12-31 13F CAPITAL ONE COM 14040H105 400 0 0.00 0 0.0001
2020-10-14 2020-09-30 13F CAPITAL ONE COM 14040H105 400 0 0.00 0 0.0000
2020-07-21 2020-06-30 13F CAPITAL ONE COM 14040H105 400 -400 -50.00 0 -37.50 0.0000
2020-04-16 2020-03-31 13F CAPITAL ONE COM 14040H105 800 0 0.00 0 -44.44 0.0000
2019-07-24 2019-06-30 13F CAPITAL ONE COM 14040H105 800 -200 -20.00 0 -100.00 0.0002
2019-02-05 2018-12-31 13F CAPITAL ONE COM 14040H105 1,000 -925 -48.05 76 -58.79 0.0277
2018-11-08 2018-09-30 13F CAPITAL ONE COM 14040H105 1,925 8 0.42 183 1.68 0.0584
2018-08-13 2018-06-30 13F CAPITAL ONE COM 14040H105 1,917 -5 -0.26 180 -0.56 0.0633
2018-04-16 2018-03-31 13F CAPITAL ONE COM 14040H105 1,922 90 4.91 180 -2.17 0.0990
2018-02-15 2017-12-31 13F CAPITAL ONE COM 14040H105 1,832 -17 -0.92 185 14.29 0.1000
2017-11-13 2017-09-30 13F CAPITAL ONE COM 14040H105 1,849 104 5.96 161 12.59 0.0974
2017-09-14 2017-06-30 13F/A-1 CAPITAL ONE COM 14040H105 1,745 566 48.01 143 44.44 0.0934
2017-08-15 2017-06-30 13F CAPITAL ONE COM 14040H105 1,745 566 143
2017-05-11 2017-03-31 13F CAPITAL ONE COM 14040H105 1,179 300 34.13 99 26.92 0.0474
2017-05-11 2016-12-31 13F CAPITAL ONE COM 14040H105 879 879 78 0.0533
Legend
Shares
The total number of shares held by the institution at the end of the reporting period (the effective date). This is provided in the filing.
Value
The total value of the shares as of the effective date. This is provided in the filing.
Avg. Share Price
The weighted average share price of the shares held by the institution. We use FIFO accounting to determine this price
Class
This is the security class as indicated by the filer. There are a variety of values for this field. Common values include "EC" = equity common, "EP" - equity preferred
Allocation (%)
The percent of the institution's portfolio that this position represents. This is provided in NPORT filings. For 13F filings, we calculate it.
Change in Allocation
The change in allocation from the prior reporting period. This is calculated as current allocation - prior allocation.
Change in Allocation (%)
The percent change in allocation from the prior reporting period. This is calculated as (current allocation - prior allocation) / prior allocation.
Cost Basis
The total cost of the shares held. This is calculated as reported shares * avg. share price
Unrealized Gain/Loss
This is the market value of the position as of the effective date minus the cost basis.