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Apella Capital’s Capital One COF Stock Holding History

Apella Capital’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 		$401K Buy
1,976
+105
+6% +$20.1K 0.01% 518
2026
Q1 		$386K Buy
1,871
+657
+54% +$137K 0.01% 505
2025
Q4 		$294K Buy
1,214
+93
+8% +$20.7K 0.01% 443
2025
Q3 		$228K Buy
1,121
+145
+15% +$31.7K 0.01% 432
2025
Q2 		$213K Buy
+976
New +$182K 0.01% 405

Other funds holding COF

Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return
Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
OIAM
OFI Invest Asset Management Paris, France $10B AUM 48.47% 1-Year Est. Return
Handelsbanken Fonder
Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return
EOJOAM
E. Ohman J:or Asset Management Stockholm, Sweden $4.3B AUM 29.55% 1-Year Est. Return
CNB
Czech National Bank Prague, Czech Republic $18.3B AUM 43.04% 1-Year Est. Return
BC
Burney Company Reston, Virginia $3.71B AUM 37.66% 1-Year Est. Return
COPPSERS
Commonwealth of Pennsylvania Public School Employees Retirement System Harrisburg, Pennsylvania $20.6B AUM 37.37% 1-Year Est. Return
PTPFOECYE
PBU - The Pension Fund of Early Childhood & Youth Educators Copenhagen $4.42B AUM
FFM
Fisher Funds Management Auckland, New Zealand $3.52B AUM 17.59% 1-Year Est. Return

Apella Capital's COF Position: Q2 2026 in Review

Apella Capital increased its Capital One (COF) stake by 5.6% in Q2 2026, buying an estimated $20.1K and bringing the position to 1,976 shares worth $401K. The position accounts for 0.01% of the portfolio, ranked #518.

Apella Capital first reported a position in COF in Q2 2025 and has held it in 5 quarters since. 303 funds tracked by Wall St. Rank hold COF as of Q2 2026.

  • Apella Capital held 1,976 shares of Capital One worth $401K as of Q2 2026.
  • Apella Capital bought 105 Capital One shares in Q2 2026, an estimated $20.1K.
  • Capital One made up 0.01% of Apella Capital's portfolio in Q2 2026, its #518 holding.
  • Apella Capital first reported a position in Capital One in Q2 2025 and has held it in 5 quarters since.
  • 303 funds tracked by Wall St. Rank held Capital One as of Q2 2026.

Based on Apella Capital's 13F filing for Q2 2026, filed 8 Jul 2026.