Ameritas Advisory Services’s Capital One COF Stock Holding History

Ameritas Advisory 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 Q1	$1.68M	Sell	9,185 -705	-7%	-$147K	0.07%	258
2025 Q4	$2.4M	Buy	9,890 +8,563	+645%	+$1.91M	0.09%	200
2025 Q3	$282K	Sell	1,327 -877	-40%	-$192K	0.02%	533
2025 Q2	$469K	Buy	2,204 +821	+59%	+$153K	0.02%	522
2025 Q1	$247K	Sell	1,383 -11	-0.8%	-$2.08K	0.01%	755
2024 Q4	$249K	Sell	1,394 -30	-2%	-$5.19K	0.01%	772
2024 Q3	$213K	Sell	1,424 -987	-41%	-$141K	0.01%	793
2024 Q2	$334K	Hold	2,411	–	–	0.01%	703
2024 Q1	$347K	Sell	2,411 -328	-12%	-$44.4K	0.01%	664
2023 Q4	$370K	Sell	2,739 -685	-20%	-$73.9K	0.02%	499
2023 Q3	$329K	Buy	3,424 +820	+31%	+$87.7K	0.02%	605
2023 Q2	$281K	Buy	2,604 +194	+8%	+$19.4K	0.04%	424
2023 Q1	$232K	Buy	+2,410	New	+$252K	0.01%	725
2022 Q2	–	Sell	-1,795	Closed	-$236K	–	807
2022 Q1	$236K	Buy	1,795 +104	+6%	+$15.2K	0.01%	739
2021 Q4	$245K	Buy	+1,691	New	+$261K	0.01%	711

Other funds holding COF

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

Harris Associates Chicago, Illinois $75B AUM 11.27% 1-Year Est. Return

Ameritas Advisory Services's COF Position: Q1 2026 in Review

Ameritas Advisory Services reduced its Capital One (COF) stake by 7.1% in Q1 2026, selling an estimated $147K and leaving 9,185 shares worth $1.68M. The position accounts for 0.07% of the portfolio, ranked #258.

Ameritas Advisory Services first reported a position in COF in Q4 2021 and has held it in 15 quarters since. The position peaked at $2.4M in Q4 2025. 2,063 funds tracked by Wall St. Rank hold COF as of Q1 2026.

Ameritas Advisory Services held 9,185 shares of Capital One worth $1.68M as of Q1 2026.
Ameritas Advisory Services sold 705 Capital One shares in Q1 2026, an estimated $147K.
Capital One made up 0.07% of Ameritas Advisory Services's portfolio in Q1 2026, its #258 holding.
Ameritas Advisory Services first reported a position in Capital One in Q4 2021 and has held it in 15 quarters since.
Ameritas Advisory Services's Capital One position peaked at $2.4M in Q4 2025.
2,063 funds tracked by Wall St. Rank held Capital One as of Q1 2026.

Based on Ameritas Advisory Services's 13F filing for Q1 2026, filed 12 May 2026.