CMA
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Cedar Mountain Advisors’s Capital One COF Stock Holding History

Cedar Mountain 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 		$117K Hold
585
– – 0.02% 102
2026
Q1 		$107K Buy
585
+386
+194% +$80.7K 0.02% 86
2025
Q4 		$48.2K Buy
199
+12
+6% +$2.67K 0.01% 120
2025
Q3 		$39.8K Buy
187
+16
+9% +$3.5K 0.01% 130
2025
Q2 		$36.4K Hold
171
– – 0.01% 117
2025
Q1 		$30.7K Sell
171
-41
-19% -$7.75K 0.01% 124
2024
Q4 		$37.8K Sell
212
-7
-3% -$1.21K 0.01% 108
2024
Q3 		$32.8K Hold
219
– – 0.01% 110
2024
Q2 		$30.3K Hold
219
– – 0.01% 104
2024
Q1 		$32.6K Sell
219
-45
-17% -$6.09K 0.01% 101
2023
Q4 		$34.6K Hold
264
– – 0.01% 92
2023
Q3 		$25.6K Hold
264
– – 0.01% 98
2023
Q2 		$28.9K Buy
264
+23
+10% +$2.3K 0.01% 101
2023
Q1 		$23.2K Buy
241
+53
+28% +$5.55K 0.01% 105
2022
Q4 		$17.5K Hold
188
– – 0.01% 115
2022
Q3 		$17K Buy
188
+6
+3% +$639 0.01% 117
2022
Q2 		$19K Hold
182
– – 0.01% 113
2022
Q1 		$24K Hold
182
– – 0.01% 113
2021
Q4 		$26K Hold
182
– – 0.01% 110
2021
Q3 		$29K Sell
182
-39
-18% -$6.36K 0.01% 102
2021
Q2 		$34K Hold
221
– – 0.01% 89
2021
Q1 		$28K Hold
221
– – 0.01% 105
2020
Q4 		$22K Hold
221
– – 0.01% 114
2020
Q3 		$16K Sell
221
-51
-19% -$3.41K 0.01% 119
2020
Q2 		$17K Hold
272
– – 0.01% 113
2020
Q1 		$14K Buy
272
+92
+51% +$8.09K 0.01% 104
2019
Q4 		$19K Buy
+180
New +$17.3K 0.01% 111

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

Cedar Mountain Advisors's COF Position: Q2 2026 in Review

Cedar Mountain Advisors held its Capital One (COF) position steady in Q2 2026 at 585 shares worth $117K. The position accounts for 0.02% of the portfolio, ranked #102.

Cedar Mountain Advisors first reported a position in COF in Q4 2019 and has held it in 27 quarters since. 2,119 funds tracked by Wall St. Rank hold COF as of Q2 2026.

  • Cedar Mountain Advisors held 585 shares of Capital One worth $117K as of Q2 2026.
  • Cedar Mountain Advisors left its Capital One share count unchanged in Q2 2026.
  • Capital One made up 0.02% of Cedar Mountain Advisors's portfolio in Q2 2026, its #102 holding.
  • Cedar Mountain Advisors first reported a position in Capital One in Q4 2019 and has held it in 27 quarters since.
  • 2,119 funds tracked by Wall St. Rank held Capital One as of Q2 2026.

Based on Cedar Mountain Advisors's 13F filing for Q2 2026, filed 2 Jul 2026.