CUSIP 14040H782
CAPITAL ONE FI 4.8 PFD
8 institutions · $156.4K total · 8,744 shares
| # | Manager | Shares | Value | % of Total | Period |
|---|---|---|---|---|---|
| 1 | NBC SECURITIES, INC. | 4,860 | $87.9K | 55.58% | 2025-12-31 |
| 2 | ORG Partners LLC | 2,000 | $36.2K | 22.87% | 2025-12-31 |
| 3 | PNC Financial Services Group, Inc. | 1,278 | $23.1K | 14.61% | 2025-12-31 |
| 4 | GAMMA Investing LLC | 300 | $5.3K | 3.43% | 2025-06-30 |
| 5 | KELLY LAWRENCE W & ASSOCIATES INC/CA | 187 | $3.7K | 2.13% | 2024-03-31 |
| 6 | CURIO WEALTH, LLC | 8 | $145 | 0.09% | 2025-12-31 |
| 7 | COMERICA BANK | 40 | $7 | 0.45% | 2023-09-30 |
| 8 | OGOREK ANTHONY JOSEPH /NY/ /ADV | 71 | $1 | 0.81% | 2023-12-31 |