AWA
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Aaron Wealth Advisors’s Capital One COF Stock Holding History

Aaron Wealth 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
Q3 		$1.53M Sell
7,899
-1,342
-15% -$282K 0.07% 160
2026
Q2 		$1.85M Buy
9,241
+264
+3% +$50.5K 0.09% 136
2026
Q1 		$1.64M Sell
8,977
-3,173
-26% -$664K 0.09% 134
2025
Q4 		$2.94M Buy
12,150
+1,684
+16% +$375K 0.16% 85
2025
Q3 		$2.22M Buy
10,466
+3,599
+52% +$788K 0.13% 97
2025
Q2 		$1.46M Buy
6,867
+3,585
+109% +$669K 0.15% 93
2025
Q1 		$588K Buy
3,282
+101
+3% +$19.1K 0.07% 184
2024
Q4 		$567K Buy
3,181
+299
+10% +$51.8K 0.07% 183
2024
Q3 		$432K Buy
2,882
+825
+40% +$117K 0.05% 222
2024
Q2 		$285K Buy
2,057
+326
+19% +$45.7K 0.04% 247
2024
Q1 		$258K Buy
+1,731
New +$234K 0.04% 242
2022
Q4 		– Sell
-5,364
Closed -$494K – 247
2022
Q3 		$494K Sell
5,364
-508
-9% -$54.1K 0.09% 112
2022
Q2 		$611K Sell
5,872
-1,235
-17% -$151K 0.15% 85
2022
Q1 		$933K Buy
+7,107
New +$1.04M 0.22% 65

Other funds holding COF

Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
MN Services Vermogensbeheer
MN Services Vermogensbeheer The Hague, Netherlands $13.4B AUM 37.34% 1-Year Est. Return
Czech National Bank
Czech National Bank Prague, Czech Republic $18.9B AUM 36.24% 1-Year Est. Return
DePrince Race & Zollo Inc (DRZ)
DePrince Race & Zollo Inc (DRZ) Winter Park, Florida $5.66B AUM 23.19% 1-Year Est. Return
Gateway Investment Advisers
Gateway Investment Advisers Cincinnati, Ohio $11B AUM 34.31% 1-Year Est. Return
IFM Investors
IFM Investors Melbourne, Australia $16B AUM 33.69% 1-Year Est. Return
CTA
Chesley Taft & Associates Chicago, Illinois $2.56B AUM 17.49% 1-Year Est. Return
Park National Corp
Park National Corp Newark, Ohio $3.69B AUM 18.32% 1-Year Est. Return
Davenport & Co
Davenport & Co Richmond, Virginia $19.9B AUM 12.67% 1-Year Est. Return
NAM
NorthCrest Asset Manangement Plymouth, Minnesota $4.24B AUM 32.82% 1-Year Est. Return

Aaron Wealth Advisors's COF Position: Q3 2026 in Review

Aaron Wealth Advisors reduced its Capital One (COF) stake by 15% in Q3 2026, selling an estimated $282K and leaving 7,899 shares worth $1.53M. The position accounts for 0.07% of the portfolio, ranked #160.

Aaron Wealth Advisors first reported a position in COF in Q1 2022 and has held it in 14 quarters since. The position peaked at $2.94M in Q4 2025. 196 funds tracked by Wall St. Rank hold COF as of Q3 2026.

  • Aaron Wealth Advisors held 7,899 shares of Capital One worth $1.53M as of Q3 2026.
  • Aaron Wealth Advisors sold 1,342 Capital One shares in Q3 2026, an estimated $282K.
  • Capital One made up 0.07% of Aaron Wealth Advisors's portfolio in Q3 2026, its #160 holding.
  • Aaron Wealth Advisors first reported a position in Capital One in Q1 2022 and has held it in 14 quarters since.
  • Aaron Wealth Advisors's Capital One position peaked at $2.94M in Q4 2025.
  • 196 funds tracked by Wall St. Rank held Capital One as of Q3 2026.

Based on Aaron Wealth Advisors's 13F filing for Q3 2026, filed 13 Oct 2026.