Acima Private Wealth’s Capital One COF Stock Holding History

Acima Private Wealth’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	$404K	Hold	2,095	–	–	0.12%	83
2026 Q2	$420K	Hold	2,095	–	–	0.12%	81
2026 Q1	$382K	Hold	2,095	–	–	0.12%	84
2025 Q4	$508K	Hold	2,095	–	–	0.16%	72
2025 Q3	$445K	Hold	2,095	–	–	0.14%	79
2025 Q2	$446K	Buy	2,095 +1,995	+1,995%	+$372K	0.15%	77
2025 Q1	$17.9K	Hold	100	–	–	0.01%	164
2024 Q4	$17.8K	Hold	100	–	–	0.01%	168
2024 Q3	$15K	Hold	100	–	–	0.01%	171
2024 Q2	$13.8K	Sell	100 -301	-75%	-$42.2K	0.01%	170
2024 Q1	$59.7K	Hold	401	–	–	0.02%	154
2023 Q4	$52.6K	Hold	401	–	–	0.02%	160
2023 Q3	$38.9K	Sell	401 -44	-10%	-$4.7K	0.02%	168
2023 Q2	$48.7K	Hold	445	–	–	0.02%	170
2023 Q1	$42.8K	Hold	445	–	–	0.02%	174
2022 Q4	$41.4K	Hold	445	–	–	0.02%	165
2022 Q3	$41K	Hold	445	–	–	0.02%	161
2022 Q2	$46.4K	Hold	445	–	–	0.02%	160
2022 Q1	$58K	Hold	445	–	–	0.03%	162
2021 Q4	$65K	Hold	445	–	–	0.03%	164
2021 Q3	$72K	Hold	445	–	–	0.03%	154
2021 Q2	$69K	Hold	445	–	–	0.03%	154
2021 Q1	$57K	Hold	445	–	–	0.03%	157
2020 Q4	$44K	Hold	445	–	–	0.02%	162
2020 Q3	$32K	Sell	445 -10	-2%	-$669	0.02%	165
2020 Q2	$28K	Hold	455	–	–	0.02%	184
2020 Q1	$23K	Sell	455 -300	-40%	-$26.4K	0.02%	195
2019 Q4	$78K	Buy	755 +595	+372%	+$57.3K	0.05%	170
2019 Q3	$14K	Buy	160 +150	+1,500%	+$13.5K	0.01%	225
2019 Q2	$1K	Hold	10	–	–	﹤0.01%	246
2019 Q1	$1K	Hold	10	–	–	﹤0.01%	246
2018 Q4	$1K	Buy	+10	New	+$866	﹤0.01%	270

Other funds holding COF

Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

MN Services Vermogensbeheer The Hague, Netherlands $13.4B AUM 37.34% 1-Year Est. Return

Czech National Bank Prague, Czech Republic $18.9B AUM 36.24% 1-Year Est. Return

DePrince Race & Zollo Inc (DRZ) Winter Park, Florida $5.66B AUM 23.19% 1-Year Est. Return

Gateway Investment Advisers Cincinnati, Ohio $11B AUM 34.31% 1-Year Est. Return

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 Newark, Ohio $3.69B AUM 18.32% 1-Year Est. Return

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

Acima Private Wealth's COF Position: Q3 2026 in Review

Acima Private Wealth held its Capital One (COF) position steady in Q3 2026 at 2,095 shares worth $404K. The position accounts for 0.12% of the portfolio, ranked #83.

Acima Private Wealth first reported a position in COF in Q4 2018 and has held it in 32 quarters since. The position peaked at $508K in Q4 2025. 196 funds tracked by Wall St. Rank hold COF as of Q3 2026.

Acima Private Wealth held 2,095 shares of Capital One worth $404K as of Q3 2026.
Acima Private Wealth left its Capital One share count unchanged in Q3 2026.
Capital One made up 0.12% of Acima Private Wealth's portfolio in Q3 2026, its #83 holding.
Acima Private Wealth first reported a position in Capital One in Q4 2018 and has held it in 32 quarters since.
Acima Private Wealth's Capital One position peaked at $508K in Q4 2025.
196 funds tracked by Wall St. Rank held Capital One as of Q3 2026.

Based on Acima Private Wealth's 13F filing for Q3 2026, filed 5 Oct 2026.