Altus Wealth Group
COF icon

Altus Wealth Group’s Capital One COF Stock Holding History

Altus Wealth Group’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 		$279K Sell
1,447
-79
-5% -$16.6K 0.11% 108
2026
Q2 		$306K Buy
1,526
+172
+13% +$32.9K 0.11% 110
2026
Q1 		$247K Hold
1,354
– – 0.1% 119
2025
Q4 		$328K Hold
1,354
– – 0.13% 101
2025
Q3 		$288K Sell
1,354
-16
-1% -$3.5K 0.12% 109
2025
Q2 		$291K Buy
+1,370
New +$256K 0.13% 103
2021
Q1 		– Sell
-415
Closed -$41K – 292
2020
Q4 		$41K Buy
+415
New +$35.3K 0.04% 247

Other funds holding COF

Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return
Pzena Investment Management
Pzena Investment Management New York $34.1B AUM 26.62% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $348B AUM 26.9% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return
Amundi
Amundi Paris, France $496B AUM 35.36% 1-Year Est. Return
Barclays
Barclays London, United Kingdom $500B AUM 36.84% 1-Year Est. Return
Bessemer Group
Bessemer Group Woodbridge, New Jersey $72.8B AUM 32.97% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $362B AUM 34.89% 1-Year Est. Return
Mitsubishi UFJ Asset Management
Mitsubishi UFJ Asset Management Tokyo, Japan $194B AUM 32.2% 1-Year Est. Return

Altus Wealth Group's COF Position: Q3 2026 in Review

Altus Wealth Group reduced its Capital One (COF) stake by 5.2% in Q3 2026, selling an estimated $16.6K and leaving 1,447 shares worth $279K. The position accounts for 0.11% of the portfolio, ranked #108.

Altus Wealth Group first reported a position in COF in Q4 2020 and has held it in 7 quarters since. The position peaked at $328K in Q4 2025. 1,234 funds tracked by Wall St. Rank hold COF as of Q3 2026.

  • Altus Wealth Group held 1,447 shares of Capital One worth $279K as of Q3 2026.
  • Altus Wealth Group sold 79 Capital One shares in Q3 2026, an estimated $16.6K.
  • Capital One made up 0.11% of Altus Wealth Group's portfolio in Q3 2026, its #108 holding.
  • Altus Wealth Group first reported a position in Capital One in Q4 2020 and has held it in 7 quarters since.
  • Altus Wealth Group's Capital One position peaked at $328K in Q4 2025.
  • 1,234 funds tracked by Wall St. Rank held Capital One as of Q3 2026.

Based on Altus Wealth Group's 13F filing for Q3 2026, filed 20 Oct 2026.