Catalyst Financial Partners
COF icon

Catalyst Financial Partners’s Capital One COF Stock Holding History

Catalyst Financial Partners’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
Q3 		$840K Buy
4,353
+138
+3% +$29K 0.08% 149
2026
Q2 		$846K Buy
4,215
+286
+7% +$54.7K 0.08% 144
2026
Q1 		$717K Buy
3,929
+275
+8% +$57.5K 0.08% 150
2025
Q4 		$886K Buy
3,654
+19
+0.5% +$4.23K 0.1% 114
2025
Q3 		$773K Buy
3,635
+82
+2% +$18K 0.09% 116
2025
Q2 		$756K Buy
3,553
+2,032
+134% +$379K 0.08% 112
2025
Q1 		$273K Buy
1,521
+93
+7% +$17.6K 0.05% 231
2024
Q4 		$255K Buy
1,428
+54
+4% +$9.35K 0.05% 232
2024
Q3 		$206K Buy
+1,374
New +$196K 0.04% 263

Other funds holding COF

Geode Capital Management
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Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return
Davis Selected Advisers
Davis Selected Advisers Tucson, Arizona $23.2B AUM 18.42% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return
Pzena Investment Management
Pzena Investment Management New York $34.1B AUM 26.62% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $348B AUM 26.9% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $111B AUM 30.48% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return
Amundi
Amundi Paris, France $496B AUM 35.36% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return

Catalyst Financial Partners's COF Position: Q3 2026 in Review

Catalyst Financial Partners increased its Capital One (COF) stake by 3.3% in Q3 2026, buying an estimated $29K and bringing the position to 4,353 shares worth $840K. The position accounts for 0.08% of the portfolio, ranked #149.

Catalyst Financial Partners first reported a position in COF in Q3 2024 and has held it in 9 quarters since. The position peaked at $886K in Q4 2025. 1,345 funds tracked by Wall St. Rank hold COF as of Q3 2026.

  • Catalyst Financial Partners held 4,353 shares of Capital One worth $840K as of Q3 2026.
  • Catalyst Financial Partners bought 138 Capital One shares in Q3 2026, an estimated $29K.
  • Capital One made up 0.08% of Catalyst Financial Partners's portfolio in Q3 2026, its #149 holding.
  • Catalyst Financial Partners first reported a position in Capital One in Q3 2024 and has held it in 9 quarters since.
  • Catalyst Financial Partners's Capital One position peaked at $886K in Q4 2025.
  • 1,345 funds tracked by Wall St. Rank held Capital One as of Q3 2026.

Based on Catalyst Financial Partners's 13F filing for Q3 2026, filed 6 Nov 2026.