COFG Advisors’s NVIDIA NVDA Stock Holding History

COFG Advisors’s Portfolio NVDA Stock Details NVDA Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$13.4M	Buy	66,827 +16,560	+33%	+$3.4M	2.31%	10
2026 Q1	$8.77M	Buy	50,267 +1,287	+3%	+$236K	2.17%	11
2025 Q4	$9.13M	Buy	+48,980	New	+$9.12M	2.26%	11

Other funds holding NVDA

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

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

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

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

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

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

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

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

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

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

COFG Advisors's NVDA Position: Q2 2026 in Review

COFG Advisors increased its NVIDIA (NVDA) stake by 33% in Q2 2026, buying an estimated $3.4M and bringing the position to 66,827 shares worth $13.4M. The position accounts for 2.31% of the portfolio, ranked #10.

COFG Advisors first reported a position in NVDA in Q4 2025 and has held it in 3 quarters since. 5,943 funds tracked by Wall St. Rank hold NVDA as of Q2 2026.

COFG Advisors held 66,827 shares of NVIDIA worth $13.4M as of Q2 2026.
COFG Advisors bought 16,560 NVIDIA shares in Q2 2026, an estimated $3.4M.
NVIDIA made up 2.31% of COFG Advisors's portfolio in Q2 2026, its #10 holding.
COFG Advisors first reported a position in NVIDIA in Q4 2025 and has held it in 3 quarters since.
5,943 funds tracked by Wall St. Rank held NVIDIA as of Q2 2026.

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