Alta Advisers’s Capital One COF Stock Holding History

Alta Advisers’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	$853K	Buy	4,417 +1,961	+80%	+$411K	0.13%	96
2026 Q2	$493K	Hold	2,456	–	–	0.11%	92
2026 Q1	$448K	Hold	2,456	–	–	0.16%	92
2025 Q4	$595K	Sell	2,456 -1,100	-31%	-$245K	0.22%	77
2025 Q3	$756K	Hold	3,556	–	–	0.23%	76
2025 Q2	$757K	Buy	3,556 +1,477	+71%	+$276K	0.27%	69
2025 Q1	$373K	Buy	2,079 +800	+63%	+$151K	0.16%	129
2024 Q4	$228K	Buy	1,279 +179	+16%	+$31K	0.14%	138
2024 Q3	$165K	Hold	1,100	–	–	0.08%	184
2024 Q2	$152K	Hold	1,100	–	–	0.07%	167
2024 Q1	$164K	Hold	1,100	–	–	0.08%	160
2023 Q4	$144K	Hold	1,100	–	–	0.08%	170
2023 Q3	$107K	Hold	1,100	–	–	0.06%	218
2023 Q2	$120K	Hold	1,100	–	–	0.07%	194
2023 Q1	$106K	Hold	1,100	–	–	0.06%	217
2022 Q4	$102K	Hold	1,100	–	–	0.06%	218
2022 Q3	$101K	Buy	+1,100	New	+$117K	0.06%	198

Other funds holding COF

Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return

Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return

Pzena Investment Management New York $34.1B AUM 26.62% 1-Year Est. Return

Fisher Asset Management Camas, Washington $348B AUM 26.9% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return

Amundi Paris, France $496B AUM 35.36% 1-Year Est. Return

Barclays London, United Kingdom $500B AUM 36.84% 1-Year Est. Return

Deutsche Bank Frankfurt Am Main Ge, Germany $362B AUM 34.89% 1-Year Est. Return

Mitsubishi UFJ Asset Management Tokyo, Japan $194B AUM 32.2% 1-Year Est. Return

Russell Investments Group London, United Kingdom $114B AUM 33.83% 1-Year Est. Return

Alta Advisers's COF Position: Q3 2026 in Review

Alta Advisers increased its Capital One (COF) stake by 80% in Q3 2026, buying an estimated $411K and bringing the position to 4,417 shares worth $853K. The position accounts for 0.13% of the portfolio, ranked #96.

Alta Advisers first reported a position in COF in Q3 2022 and has held it in 17 quarters since. 1,143 funds tracked by Wall St. Rank hold COF as of Q3 2026.

Alta Advisers held 4,417 shares of Capital One worth $853K as of Q3 2026.
Alta Advisers bought 1,961 Capital One shares in Q3 2026, an estimated $411K.
Capital One made up 0.13% of Alta Advisers's portfolio in Q3 2026, its #96 holding.
Alta Advisers first reported a position in Capital One in Q3 2022 and has held it in 17 quarters since.
1,143 funds tracked by Wall St. Rank held Capital One as of Q3 2026.

Based on Alta Advisers's 13F filing for Q3 2026, filed 2 Nov 2026.