Bell Investment Advisors’s Capital One COF Stock Holding History

Bell Investment Advisors’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	$62.8K	Buy	344 +52	+18%	+$10.9K	0.01%	223
2025 Q4	$70.8K	Buy	292 +96	+49%	+$21.4K	0.01%	201
2025 Q3	$41.7K	Sell	196 -4	-2%	-$876	0.01%	266
2025 Q2	$42.6K	Buy	200 +93	+87%	+$17.4K	0.01%	276
2025 Q1	$19.2K	Hold	107	–	–	﹤0.01%	402
2024 Q4	$19.1K	Sell	107 -11	-9%	-$1.9K	﹤0.01%	396
2024 Q3	$17.7K	Sell	118 -5	-4%	-$712	﹤0.01%	430
2024 Q2	$17K	Hold	123	–	–	﹤0.01%	431
2024 Q1	$18.3K	Hold	123	–	–	﹤0.01%	399
2023 Q4	$16.1K	Hold	123	–	–	﹤0.01%	409
2023 Q3	$11.9K	Buy	123 +10	+9%	+$1.07K	﹤0.01%	447
2023 Q2	$12.4K	Buy	113 +7	+7%	+$701	﹤0.01%	438
2023 Q1	$10.2K	Buy	106 +25	+31%	+$2.62K	﹤0.01%	479
2022 Q4	$7.53K	Buy	81 +47	+138%	+$4.62K	﹤0.01%	602
2022 Q3	$3K	Sell	34 -9	-21%	-$958	﹤0.01%	888
2022 Q2	$4K	Buy	+43	New	+$5.26K	﹤0.01%	779
2021 Q4	$12K	Buy	82 +9	+12%	+$1.39K	﹤0.01%	437
2021 Q3	$12K	Buy	+73	New	+$11.9K	﹤0.01%	405

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

Bell Investment Advisors's COF Position: Q1 2026 in Review

Bell Investment Advisors increased its Capital One (COF) stake by 18% in Q1 2026, buying an estimated $10.9K and bringing the position to 344 shares worth $62.8K. The position accounts for 0.01% of the portfolio, ranked #223.

Bell Investment Advisors first reported a position in COF in Q3 2021 and has held it in 18 quarters since. The position peaked at $70.8K in Q4 2025. 2,063 funds tracked by Wall St. Rank hold COF as of Q1 2026.

Bell Investment Advisors held 344 shares of Capital One worth $62.8K as of Q1 2026.
Bell Investment Advisors bought 52 Capital One shares in Q1 2026, an estimated $10.9K.
Capital One made up 0.01% of Bell Investment Advisors's portfolio in Q1 2026, its #223 holding.
Bell Investment Advisors first reported a position in Capital One in Q3 2021 and has held it in 18 quarters since.
Bell Investment Advisors's Capital One position peaked at $70.8K in Q4 2025.
2,063 funds tracked by Wall St. Rank held Capital One as of Q1 2026.

Based on Bell Investment Advisors's 13F filing for Q1 2026, filed 17 Apr 2026.