AIS
COF icon

Advocate Investing Services’s Capital One COF Stock Holding History

Advocate Investing Services’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 		$2.81K Hold
14
– – ﹤0.01% 366
2026
Q1 		$2.55K Hold
14
– – ﹤0.01% 351
2025
Q4 		$3.39K Buy
+14
New +$3.12K ﹤0.01% 308

Other funds holding COF

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Harris Associates
Harris Associates Chicago, Illinois $75.4B AUM 14.46% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $1T AUM

Advocate Investing Services's COF Position: Q2 2026 in Review

Advocate Investing Services held its Capital One (COF) position steady in Q2 2026 at 14 shares worth $2.81K. The position accounts for ﹤0.01% of the portfolio, ranked #366.

Advocate Investing Services first reported a position in COF in Q4 2025 and has held it in 3 quarters since. The position peaked at $3.39K in Q4 2025. 2,113 funds tracked by Wall St. Rank hold COF as of Q2 2026.

  • Advocate Investing Services held 14 shares of Capital One worth $2.81K as of Q2 2026.
  • Advocate Investing Services left its Capital One share count unchanged in Q2 2026.
  • Capital One made up ﹤0.01% of Advocate Investing Services's portfolio in Q2 2026, its #366 holding.
  • Advocate Investing Services first reported a position in Capital One in Q4 2025 and has held it in 3 quarters since.
  • Advocate Investing Services's Capital One position peaked at $3.39K in Q4 2025.
  • 2,113 funds tracked by Wall St. Rank held Capital One as of Q2 2026.

Based on Advocate Investing Services's 13F filing for Q2 2026, filed 29 Jul 2026.