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Berman McAleer’s Capital One COF Stock Holding History

Berman McAleer’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 		$507K Buy
2,529
+60
+2% +$11.5K 0.06% 103
2026
Q1 		$450K Sell
2,469
-89
-3% -$18.6K 0.06% 101
2025
Q4 		$620K Buy
2,558
+6
+0.2% +$1.34K 0.08% 85
2025
Q3 		$543K Buy
+2,552
New +$559K 0.08% 86

Other funds holding COF

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Harris Associates
Harris Associates Chicago, Illinois $75.4B AUM 14.46% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $1T AUM

Berman McAleer's COF Position: Q2 2026 in Review

Berman McAleer increased its Capital One (COF) stake by 2.4% in Q2 2026, buying an estimated $11.5K and bringing the position to 2,529 shares worth $507K. The position accounts for 0.06% of the portfolio, ranked #103.

Berman McAleer first reported a position in COF in Q3 2025 and has held it in 4 quarters since. The position peaked at $620K in Q4 2025. 2,107 funds tracked by Wall St. Rank hold COF as of Q2 2026.

  • Berman McAleer held 2,529 shares of Capital One worth $507K as of Q2 2026.
  • Berman McAleer bought 60 Capital One shares in Q2 2026, an estimated $11.5K.
  • Capital One made up 0.06% of Berman McAleer's portfolio in Q2 2026, its #103 holding.
  • Berman McAleer first reported a position in Capital One in Q3 2025 and has held it in 4 quarters since.
  • Berman McAleer's Capital One position peaked at $620K in Q4 2025.
  • 2,107 funds tracked by Wall St. Rank held Capital One as of Q2 2026.

Based on Berman McAleer's 13F filing for Q2 2026, filed 16 Jul 2026.