Cedar Mountain Advisors
COF icon

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
Q3 		$113K Hold
585
– – 0.02% 96
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% -$7.74K 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

Pzena Investment Management
Pzena Investment Management New York $34.1B AUM 26.62% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $174B AUM 33.96% 1-Year Est. Return
KBC Group
KBC Group Brussels, Belgium $47.9B AUM 37.61% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $84.4B AUM 20.16% 1-Year Est. Return
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $52.9B AUM 36.03% 1-Year Est. Return
Evergreen Capital Management
Evergreen Capital Management Bellevue, Washington $5.65B AUM 21.62% 1-Year Est. Return
AMF Tjänstepension
AMF Tjänstepension Stockholm, Sweden $17.2B AUM 28.3% 1-Year Est. Return
Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $83.2B AUM 35.34% 1-Year Est. Return
Bank Julius Baer & Co
Bank Julius Baer & Co Zurich, Switzerland $39.3B AUM 31.81% 1-Year Est. Return
Swedbank
Swedbank Stockholm, Sweden $118B AUM 40.52% 1-Year Est. Return

Cedar Mountain Advisors's COF Position: Q3 2026 in Review

Cedar Mountain Advisors held its Capital One (COF) position steady in Q3 2026 at 585 shares worth $113K. The position accounts for 0.02% of the portfolio, ranked #96.

Cedar Mountain Advisors first reported a position in COF in Q4 2019 and has held it in 28 quarters since. The position peaked at $117K in Q2 2026. 810 funds tracked by Wall St. Rank hold COF as of Q3 2026.

  • Cedar Mountain Advisors held 585 shares of Capital One worth $113K as of Q3 2026.
  • Cedar Mountain Advisors left its Capital One share count unchanged in Q3 2026.
  • Capital One made up 0.02% of Cedar Mountain Advisors's portfolio in Q3 2026, its #96 holding.
  • Cedar Mountain Advisors first reported a position in Capital One in Q4 2019 and has held it in 28 quarters since.
  • Cedar Mountain Advisors's Capital One position peaked at $117K in Q2 2026.
  • 810 funds tracked by Wall St. Rank held Capital One as of Q3 2026.

Based on Cedar Mountain Advisors's 13F filing for Q3 2026, filed 15 Oct 2026.