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Allen Mooney & Barnes Investment Advisors’s Capital One COF Stock Holding History

Allen Mooney & Barnes Investment 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 		$758K Hold
3,779
– – 0.12% 79
2026
Q1 		$689K Buy
3,779
+52
+1% +$10.9K 0.1% 87
2025
Q4 		$903K Hold
3,727
– – 0.14% 75
2025
Q3 		$792K Hold
3,727
– – 0.12% 78
2025
Q2 		$793K Buy
+3,727
New +$695K 0.13% 77

Other funds holding COF

Fisher Asset Management
Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $113B AUM 38.87% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.94% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return
ECSS
Eurizon Capital SGR SpA Milan $37.3B AUM
Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return
Citigroup
Citigroup New York $303B AUM 53.02% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return
New York State Common Retirement Fund
New York State Common Retirement Fund Albany, New York $79.3B AUM 43.63% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return

Allen Mooney & Barnes Investment Advisors's COF Position: Q2 2026 in Review

Allen Mooney & Barnes Investment Advisors held its Capital One (COF) position steady in Q2 2026 at 3,779 shares worth $758K. The position accounts for 0.12% of the portfolio, ranked #79.

Allen Mooney & Barnes Investment Advisors first reported a position in COF in Q2 2025 and has held it in 5 quarters since. The position peaked at $903K in Q4 2025. 1,008 funds tracked by Wall St. Rank hold COF as of Q2 2026.

  • Allen Mooney & Barnes Investment Advisors held 3,779 shares of Capital One worth $758K as of Q2 2026.
  • Allen Mooney & Barnes Investment Advisors left its Capital One share count unchanged in Q2 2026.
  • Capital One made up 0.12% of Allen Mooney & Barnes Investment Advisors's portfolio in Q2 2026, its #79 holding.
  • Allen Mooney & Barnes Investment Advisors first reported a position in Capital One in Q2 2025 and has held it in 5 quarters since.
  • Allen Mooney & Barnes Investment Advisors's Capital One position peaked at $903K in Q4 2025.
  • 1,008 funds tracked by Wall St. Rank held Capital One as of Q2 2026.

Based on Allen Mooney & Barnes Investment Advisors's 13F filing for Q2 2026, filed 13 Jul 2026.