Coastal Bridge Advisors’s Capital One COF Stock Holding History

Coastal Bridge 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 Q1	$6.13M	Buy	33,628 +469	+1%	+$98.1K	0.43%	54
2025 Q4	$8.04M	Buy	33,159 +108	+0.3%	+$24K	0.6%	41
2025 Q3	$7.03M	Sell	33,051 -71	-0.2%	-$15.5K	0.53%	45
2025 Q2	$7.05M	Buy	33,122 +2,752	+9%	+$514K	0.58%	46
2025 Q1	$5.45M	Buy	+30,370	New	+$5.74M	1.34%	15

Other funds holding COF

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

Harris Associates Chicago, Illinois $75B AUM 11.27% 1-Year Est. Return

Coastal Bridge Advisors's COF Position: Q1 2026 in Review

Coastal Bridge Advisors increased its Capital One (COF) stake by 1.4% in Q1 2026, buying an estimated $98.1K and bringing the position to 33,628 shares worth $6.13M. The position accounts for 0.43% of the portfolio, ranked #54.

Coastal Bridge Advisors first reported a position in COF in Q1 2025 and has held it in 5 quarters since. The position peaked at $8.04M in Q4 2025. 2,063 funds tracked by Wall St. Rank hold COF as of Q1 2026.

Coastal Bridge Advisors held 33,628 shares of Capital One worth $6.13M as of Q1 2026.
Coastal Bridge Advisors bought 469 Capital One shares in Q1 2026, an estimated $98.1K.
Capital One made up 0.43% of Coastal Bridge Advisors's portfolio in Q1 2026, its #54 holding.
Coastal Bridge Advisors first reported a position in Capital One in Q1 2025 and has held it in 5 quarters since.
Coastal Bridge Advisors's Capital One position peaked at $8.04M in Q4 2025.
2,063 funds tracked by Wall St. Rank held Capital One as of Q1 2026.

Based on Coastal Bridge Advisors's 13F filing for Q1 2026, filed 14 May 2026.