COFG Advisors’s Capital One COF Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q1
$228K Buy
1,250
+20
+2% +$4.18K 0.06% 222
2025
Q4
$298K Buy
+1,230
New +$274K 0.07% 173

Other funds holding COF

COFG Advisors's COF Position: Q1 2026 in Review

COFG Advisors increased its Capital One (COF) stake by 1.6% in Q1 2026, buying an estimated $4.18K and bringing the position to 1,250 shares worth $228K. The position accounts for 0.06% of the portfolio, ranked #222.

COFG Advisors first reported a position in COF in Q4 2025 and has held it in 2 quarters since. The position peaked at $298K in Q4 2025. 2,063 funds tracked by Wall St. Rank hold COF as of Q1 2026.

  • COFG Advisors held 1,250 shares of Capital One worth $228K as of Q1 2026.
  • COFG Advisors bought 20 Capital One shares in Q1 2026, an estimated $4.18K.
  • Capital One made up 0.06% of COFG Advisors's portfolio in Q1 2026, its #222 holding.
  • COFG Advisors first reported a position in Capital One in Q4 2025 and has held it in 2 quarters since.
  • COFG Advisors's Capital One position peaked at $298K in Q4 2025.
  • 2,063 funds tracked by Wall St. Rank held Capital One as of Q1 2026.

Based on COFG Advisors's 13F filing for Q1 2026, filed 11 May 2026.