COFG Advisors’s Marqeta MQ Stock Holding History

COFG Advisors’s Portfolio MQ Stock Details MQ Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$606K	Hold	37,292	–	–	0.1%	135
2026 Q1	$609K	Hold	37,292	–	–	0.15%	98
2025 Q4	$709K	Buy	+37,292	New	+$716K	0.18%	87

Other funds holding MQ

T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

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

Vitruvian Partners London, United Kingdom $201M AUM 10.44% 1-Year Est. Return

T. Rowe Price Investment Management Baltimore, Maryland $153B AUM 38.14% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

Renaissance Technologies New York $72.6B AUM 54.88% 1-Year Est. Return

Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

COFG Advisors's MQ Position: Q2 2026 in Review

COFG Advisors held its Marqeta (MQ) position steady in Q2 2026 at 37,292 shares worth $606K. The position accounts for 0.1% of the portfolio, ranked #135.

COFG Advisors first reported a position in MQ in Q4 2025 and has held it in 3 quarters since. The position peaked at $709K in Q4 2025. 210 funds tracked by Wall St. Rank hold MQ as of Q2 2026.

COFG Advisors held 37,292 shares of Marqeta worth $606K as of Q2 2026.
COFG Advisors left its Marqeta share count unchanged in Q2 2026.
Marqeta made up 0.1% of COFG Advisors's portfolio in Q2 2026, its #135 holding.
COFG Advisors first reported a position in Marqeta in Q4 2025 and has held it in 3 quarters since.
COFG Advisors's Marqeta position peaked at $709K in Q4 2025.
210 funds tracked by Wall St. Rank held Marqeta as of Q2 2026.

Based on COFG Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.