Compass Financial Management
COF icon

Compass Financial Management’s Capital One COF Stock Holding History

Compass Financial Management’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
Q3 		$148K Buy
766
+107
+16% +$22.5K 0.02% 523
2026
Q2 		$132K Buy
+659
New +$126K 0.02% 502

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Fidelity Investments
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Morgan Stanley
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Dodge & Cox
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Compass Financial Management's COF Position: Q3 2026 in Review

Compass Financial Management increased its Capital One (COF) stake by 16% in Q3 2026, buying an estimated $22.5K and bringing the position to 766 shares worth $148K. The position accounts for 0.02% of the portfolio, ranked #523.

Compass Financial Management first reported a position in COF in Q2 2026 and has held it in 2 quarters since. 1,761 funds tracked by Wall St. Rank hold COF as of Q3 2026.

  • Compass Financial Management held 766 shares of Capital One worth $148K as of Q3 2026.
  • Compass Financial Management bought 107 Capital One shares in Q3 2026, an estimated $22.5K.
  • Capital One made up 0.02% of Compass Financial Management's portfolio in Q3 2026, its #523 holding.
  • Compass Financial Management first reported a position in Capital One in Q2 2026 and has held it in 2 quarters since.
  • 1,761 funds tracked by Wall St. Rank held Capital One as of Q3 2026.

Based on Compass Financial Management's 13F filing for Q3 2026, filed 30 Oct 2026.