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 Q2	$6.97M	Buy	34,727 +1,099	+3%	+$210K	0.43%	56
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	0.49%	49

Other funds holding COF

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Harris Associates Chicago, Illinois $75.4B AUM 14.46% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Norges Bank Oslo, Norway $1T AUM

Coastal Bridge Advisors's COF Position: Q2 2026 in Review

Coastal Bridge Advisors increased its Capital One (COF) stake by 3.3% in Q2 2026, buying an estimated $210K and bringing the position to 34,727 shares worth $6.97M. The position accounts for 0.43% of the portfolio, ranked #56.

Coastal Bridge Advisors first reported a position in COF in Q1 2025 and has held it in 6 quarters since. The position peaked at $8.04M in Q4 2025. 2,129 funds tracked by Wall St. Rank hold COF as of Q2 2026.

Coastal Bridge Advisors held 34,727 shares of Capital One worth $6.97M as of Q2 2026.
Coastal Bridge Advisors bought 1,099 Capital One shares in Q2 2026, an estimated $210K.
Capital One made up 0.43% of Coastal Bridge Advisors's portfolio in Q2 2026, its #56 holding.
Coastal Bridge Advisors first reported a position in Capital One in Q1 2025 and has held it in 6 quarters since.
Coastal Bridge Advisors's Capital One position peaked at $8.04M in Q4 2025.
2,129 funds tracked by Wall St. Rank held Capital One as of Q2 2026.

Based on Coastal Bridge Advisors's 13F filing for Q2 2026, filed 17 Aug 2026.