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Atria Investments’s Capital One COF Stock Holding History

Atria Investments’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 		$8.87M Buy
48,636
+106
+0.2% +$22.2K 0.1% 220
2025
Q4 		$11.8M Sell
48,530
-176
-0.4% -$39.2K 0.13% 157
2025
Q3 		$10.4M Buy
48,706
+1,566
+3% +$343K 0.12% 183
2025
Q2 		$10M Buy
47,140
+11,288
+31% +$2.11M 0.12% 195
2025
Q1 		$6.43M Sell
35,852
-7,605
-18% -$1.44M 0.08% 284
2024
Q4 		$7.75M Buy
43,457
+2,412
+6% +$418K 0.1% 235
2024
Q3 		$6.15M Buy
41,045
+3,447
+9% +$491K 0.08% 297
2024
Q2 		$5.21M Sell
37,598
-417
-1% -$58.5K 0.07% 320
2024
Q1 		$5.66M Buy
38,015
+3,721
+11% +$504K 0.08% 303
2023
Q4 		$4.5M Buy
34,294
+2,683
+8% +$289K 0.07% 326
2023
Q3 		$3.07M Buy
31,611
+867
+3% +$92.7K 0.05% 426
2023
Q2 		$3.36M Sell
30,744
-3,048
-9% -$305K 0.06% 378
2023
Q1 		$3.25M Buy
33,792
+4,140
+14% +$433K 0.06% 368
2022
Q4 		$2.76M Sell
29,652
-4,549
-13% -$447K 0.06% 406
2022
Q3 		$3.15M Sell
34,201
-2,621
-7% -$279K 0.07% 340
2022
Q2 		$3.84M Sell
36,822
-2,854
-7% -$349K 0.08% 304
2022
Q1 		$5.21M Buy
39,676
+1,984
+5% +$289K 0.09% 273
2021
Q4 		$5.47M Sell
37,692
-732
-2% -$113K 0.1% 257
2021
Q3 		$6.22M Buy
38,424
+6,813
+22% +$1.11M 0.11% 202
2021
Q2 		$4.89M Buy
31,611
+3,969
+14% +$599K 0.09% 244
2021
Q1 		$3.52M Buy
27,642
+8,905
+48% +$1.05M 0.08% 299
2020
Q4 		$1.85M Buy
18,737
+1,593
+9% +$135K 0.04% 440
2020
Q3 		$1.23M Buy
17,144
+143
+0.8% +$9.56K 0.04% 502
2020
Q2 		$1.06M Buy
17,001
+647
+4% +$40.3K 0.04% 494
2020
Q1 		$825K Sell
16,354
-40,168
-71% -$3.53M 0.06% 256
2019
Q4 		$5.82M Buy
56,522
+49,672
+725% +$4.79M 0.16% 138
2019
Q3 		$623K Buy
6,850
+165
+2% +$14.8K 0.02% 536
2019
Q2 		$568K Buy
6,685
+142
+2% +$12.7K 0.02% 545
2019
Q1 		$534K Sell
6,543
-985
-13% -$80.1K 0.02% 517
2018
Q4 		$569K Buy
7,528
+201
+3% +$17.4K 0.03% 455
2018
Q3 		$696K Buy
7,327
+303
+4% +$29.5K 0.03% 497
2018
Q2 		$645K Buy
7,024
+4,891
+229% +$463K 0.03% 494
2018
Q1 		$204K Buy
+2,133
New +$212K 0.01% 811
2017
Q1 		– Sell
-2,963
Closed -$258K – 677
2016
Q4 		$258K Buy
+2,963
New +$239K 0.02% 516
2016
Q1 		– Sell
-6,723
Closed -$432K – 444
2015
Q4 		$432K Buy
6,723
+626
+10% +$47.9K 0.05% 248
2015
Q3 		$442K Sell
6,097
-3,891
-39% -$313K 0.06% 207
2015
Q2 		$879K Sell
9,988
-2,741
-22% -$230K 0.1% 149
2015
Q1 		$1M Sell
12,729
-8,173
-39% -$642K 0.11% 145
2014
Q4 		$1.73M Sell
20,902
-13,121
-39% -$1.07M 0.18% 85
2014
Q3 		$2.78M Buy
34,023
+6,199
+22% +$507K 0.28% 67
2014
Q2 		$2.3M Buy
+27,824
New +$2.16M 0.23% 86

Other funds holding COF

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
Harris Associates
Harris Associates Chicago, Illinois $75B AUM 11.27% 1-Year Est. Return

Atria Investments's COF Position: Q1 2026 in Review

Atria Investments increased its Capital One (COF) stake by 0.22% in Q1 2026, buying an estimated $22.2K and bringing the position to 48,636 shares worth $8.87M. The position accounts for 0.1% of the portfolio, ranked #220.

Atria Investments first reported a position in COF in Q2 2014 and has held it in 41 quarters since. The position peaked at $11.8M in Q4 2025. 2,063 funds tracked by Wall St. Rank hold COF as of Q1 2026.

  • Atria Investments held 48,636 shares of Capital One worth $8.87M as of Q1 2026.
  • Atria Investments bought 106 Capital One shares in Q1 2026, an estimated $22.2K.
  • Capital One made up 0.1% of Atria Investments's portfolio in Q1 2026, its #220 holding.
  • Atria Investments first reported a position in Capital One in Q2 2014 and has held it in 41 quarters since.
  • Atria Investments's Capital One position peaked at $11.8M in Q4 2025.
  • 2,063 funds tracked by Wall St. Rank held Capital One as of Q1 2026.

Based on Atria Investments's 13F filing for Q1 2026, filed 5 May 2026.