Claro Advisors
COF icon

Claro Advisors’s Capital One COF Stock Holding History

Claro 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 		$512K Buy
2,652
+1,132
+74% +$238K 0.05% 286
2026
Q2 		$305K Buy
1,520
+364
+31% +$69.6K 0.03% 403
2026
Q1 		$211K Buy
1,156
+78
+7% +$16.3K 0.03% 476
2025
Q4 		$261K Buy
+1,078
New +$240K 0.04% 362
2019
Q1 		– Sell
-219
Closed -$21K – 299
2018
Q4 		$21K Buy
+219
New +$19K 0.02% 529

Other funds holding COF

Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 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
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
Barclays
Barclays London, United Kingdom $500B AUM 36.84% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $362B AUM 34.89% 1-Year Est. Return
Mitsubishi UFJ Asset Management
Mitsubishi UFJ Asset Management Tokyo, Japan $194B AUM 32.2% 1-Year Est. Return
Russell Investments Group
Russell Investments Group London, United Kingdom $114B AUM 33.83% 1-Year Est. Return

Claro Advisors's COF Position: Q3 2026 in Review

Claro Advisors increased its Capital One (COF) stake by 74% in Q3 2026, buying an estimated $238K and bringing the position to 2,652 shares worth $512K. The position accounts for 0.05% of the portfolio, ranked #286.

Claro Advisors first reported a position in COF in Q4 2018 and has held it in 5 quarters since. 1,143 funds tracked by Wall St. Rank hold COF as of Q3 2026.

  • Claro Advisors held 2,652 shares of Capital One worth $512K as of Q3 2026.
  • Claro Advisors bought 1,132 Capital One shares in Q3 2026, an estimated $238K.
  • Capital One made up 0.05% of Claro Advisors's portfolio in Q3 2026, its #286 holding.
  • Claro Advisors first reported a position in Capital One in Q4 2018 and has held it in 5 quarters since.
  • 1,143 funds tracked by Wall St. Rank held Capital One as of Q3 2026.

Based on Claro Advisors's 13F filing for Q3 2026, filed 2 Nov 2026.