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Caerus Investment Advisors’s Capital One COF Stock Holding History

Caerus 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
Q2 		$657K Buy
+3,275
New +$626K 0.22% 87
2026
Q1 		– Sell
-5,105
Closed -$1.24M – 299
2025
Q4 		$1.24M Buy
5,105
+897
+21% +$200K 0.4% 46
2025
Q3 		$895K Buy
+4,208
New +$921K 0.37% 46

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

Caerus Investment Advisors's COF Position: Q2 2026 in Review

Caerus Investment Advisors opened a new position in Capital One (COF) in Q2 2026: 3,275 shares worth $657K. The stake represents 0.22% of the portfolio and ranks #87 among its holdings. This is a return to the name: Caerus Investment Advisors previously reported a position in COF as recently as Q4 2025.

Caerus Investment Advisors first reported a position in COF in Q3 2025 and has held it in 3 quarters since. The position peaked at $1.24M in Q4 2025. 2,123 funds tracked by Wall St. Rank hold COF as of Q2 2026.

  • Caerus Investment Advisors held 3,275 shares of Capital One worth $657K as of Q2 2026.
  • Capital One was a new Caerus Investment Advisors position in Q2 2026.
  • Capital One made up 0.22% of Caerus Investment Advisors's portfolio in Q2 2026, its #87 holding.
  • Caerus Investment Advisors first reported a position in Capital One in Q3 2025 and has held it in 3 quarters since.
  • Caerus Investment Advisors's Capital One position peaked at $1.24M in Q4 2025.
  • 2,123 funds tracked by Wall St. Rank held Capital One as of Q2 2026.

Based on Caerus Investment Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.