AA Financial Advisors’s Capital One COF Stock Holding History

AA Financial Advisors’s Portfolio COF Stock Details COF Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$373K	Sell	1,861 -361	-16%	-$69.1K	0.04%	173
2026 Q1	$405K	Sell	2,222 -38	-2%	-$7.95K	0.06%	159
2025 Q4	$548K	Buy	2,260 +85	+4%	+$18.9K	0.1%	119
2025 Q3	$462K	Sell	2,175 -7	-0.3%	-$1.53K	0.09%	119
2025 Q2	$464K	Buy	2,182 +329	+18%	+$61.4K	0.1%	115
2025 Q1	$332K	Buy	1,853 +380	+26%	+$71.8K	0.08%	123
2024 Q4	$263K	Hold	1,473	–	–	0.07%	146
2024 Q3	$221K	Sell	1,473 -100	-6%	-$14.2K	0.06%	158
2024 Q2	$218K	Sell	1,573 -24	-2%	-$3.37K	0.08%	152
2024 Q1	$238K	Buy	+1,597	New	+$216K	0.1%	144

Other funds holding COF

Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return

Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return

Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return

OIAM

OFI Invest Asset Management Paris, France $10B AUM 48.47% 1-Year Est. Return

Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return

EOJOAM

E. Ohman J:or Asset Management Stockholm, Sweden $4.3B AUM 29.55% 1-Year Est. Return

CNB

Czech National Bank Prague, Czech Republic $18.3B AUM 43.04% 1-Year Est. Return

GIA

Gateway Investment Advisers Cincinnati, Ohio $10.1B AUM 40.26% 1-Year Est. Return

Burney Company Reston, Virginia $3.71B AUM 37.66% 1-Year Est. Return

IFM Investors Melbourne, Australia $15.1B AUM 40.57% 1-Year Est. Return

AA Financial Advisors's COF Position: Q2 2026 in Review

AA Financial Advisors reduced its Capital One (COF) stake by 16% in Q2 2026, selling an estimated $69.1K and leaving 1,861 shares worth $373K. The position accounts for 0.04% of the portfolio, ranked #173.

AA Financial Advisors first reported a position in COF in Q1 2024 and has held it in 10 quarters since. The position peaked at $548K in Q4 2025. 413 funds tracked by Wall St. Rank hold COF as of Q2 2026.

AA Financial Advisors held 1,861 shares of Capital One worth $373K as of Q2 2026.
AA Financial Advisors sold 361 Capital One shares in Q2 2026, an estimated $69.1K.
Capital One made up 0.04% of AA Financial Advisors's portfolio in Q2 2026, its #173 holding.
AA Financial Advisors first reported a position in Capital One in Q1 2024 and has held it in 10 quarters since.
AA Financial Advisors's Capital One position peaked at $548K in Q4 2025.
413 funds tracked by Wall St. Rank held Capital One as of Q2 2026.

Based on AA Financial Advisors's 13F filing for Q2 2026, filed 20 Jul 2026.